Laurel Wealth Advisors (California)’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,078
| Closed | -$386K | – | 741 |
|
|
2022
Q1 | $386K | Sell |
5,078
-1,681
| -25% | -$128K | 0.03% | 502 |
|
|
2021
Q4 | $534K | Buy |
6,759
+705
| +12% | +$55.7K | 0.04% | 431 |
|
|
2021
Q3 | $443K | Buy |
6,054
+647
| +12% | +$47.3K | 0.08% | 257 |
|
|
2021
Q2 | $409K | Buy |
5,407
+1,627
| +43% | +$123K | 0.05% | 322 |
|
|
2021
Q1 | $263K | Buy |
+3,780
| New | +$263K | 0.04% | 379 |
|