LFA
Legacy Financial Advisors’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 | $2M | Sell |
28,063
-1,159
| -4% | -$82.6K | 0.31% | 49 |
|
2025
Q1 | $1.94M | Buy |
29,222
+2,521
| +9% | +$167K | 0.32% | 52 |
|
2024
Q4 | $1.79M | Buy |
26,701
+4,163
| +18% | +$279K | 0.3% | 52 |
|
2024
Q3 | $1.52M | Buy |
22,538
+2,291
| +11% | +$154K | 0.25% | 67 |
|
2024
Q2 | $1.29M | Buy |
+20,247
| New | +$1.29M | 0.23% | 70 |
|