LWM
Lakeridge Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
5,020
| – | – | 0.16% | 105 |
|
|
2025
Q1 | $333K | Buy |
5,020
+145
| +3% | +$9.62K | 0.17% | 109 |
|
|
2024
Q4 | $327K | Buy |
4,875
+419
| +9% | +$28.1K | 0.17% | 109 |
|
|
2024
Q3 | $300K | Hold |
4,456
| – | – | 0.16% | 113 |
|
|
2024
Q2 | $283K | Hold |
4,456
| – | – | 0.17% | 114 |
|
|
2024
Q1 | $269K | Hold |
4,456
| – | – | 0.17% | 107 |
|
|
2023
Q4 | $241K | Buy |
+4,456
| New | +$241K | 0.17% | 105 |
|