Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Buy |
+204
| New | +$19.9K | 0.01% | 86 |
|
|
2025
Q1 | – | Sell |
-204
| Closed | -$18.1K | – | 219 |
|
|
2024
Q4 | $18.1K | Hold |
204
| – | – | 0.01% | 89 |
|
|
2024
Q3 | $18.2K | Hold |
204
| – | – | 0.01% | 77 |
|
|
2024
Q2 | $17.2K | Hold |
204
| – | – | 0.01% | 110 |
|
|
2024
Q1 | $17.9K | Buy |
204
+124
| +155% | +$10.9K | 0.01% | 98 |
|
|
2023
Q4 | $6.59K | Hold |
80
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $5.61K | Sell |
80
-124
| -61% | -$8.69K | ﹤0.01% | 159 |
|
|
2023
Q2 | $15.6K | Sell |
204
-676
| -77% | -$51.6K | 0.01% | 116 |
|
|
2023
Q1 | $61.5K | Sell |
880
-1,112
| -56% | -$77.8K | 0.05% | 60 |
|
|
2022
Q4 | $124K | Sell |
1,992
-92,456
| -98% | -$5.76M | 0.11% | 48 |
|
|
2022
Q3 | $5.42M | Sell |
94,448
-1,134
| -1% | -$65.1K | 5.09% | 9 |
|
|
2022
Q2 | $5.6M | Buy |
+95,582
| New | +$5.6M | 5.79% | 7 |
|
|
2022
Q1 | – | Sell |
-102,819
| Closed | -$8.13M | – | 44 |
|
|
2021
Q4 | $8.13M | Buy |
+102,819
| New | +$8.13M | 5.67% | 7 |
|