Leicht Financial Planning & Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-294,523
Closed -$12.4M 25
2020
Q4
$12.4M Buy
294,523
+18,385
+7% +$774K 8.4% 3
2020
Q3
$10.7M Buy
276,138
+29,116
+12% +$1.13M 7.92% 3
2020
Q2
$8.73M Buy
+247,022
New +$8.73M 6.94% 6