Levy Wealth Management Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $226K | Buy |
|