Lifeworks Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
3,323
-254
| -7% | -$18.1K | 0.04% | 286 |
|
|
2025
Q1 | $237K | Sell |
3,577
-1,186
| -25% | -$78.7K | 0.04% | 275 |
|
|
2024
Q4 | $319K | Buy |
4,763
+491
| +11% | +$32.9K | 0.06% | 221 |
|
|
2024
Q3 | $287K | Sell |
4,272
-617
| -13% | -$41.5K | 0.06% | 231 |
|
|
2024
Q2 | $311K | Sell |
4,889
-386
| -7% | -$24.5K | 0.09% | 173 |
|
|
2024
Q1 | $319K | Sell |
5,275
-1,107
| -17% | -$66.9K | 0.09% | 169 |
|
|
2023
Q4 | $345K | Buy |
+6,382
| New | +$345K | 0.12% | 148 |
|