Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,627
| Closed | -$445K | – | 402 |
|
|
2021
Q4 | $445K | Buy |
5,627
+12
| +0.2% | +$949 | 0.06% | 190 |
|
|
2021
Q3 | $410K | Buy |
5,615
+114
| +2% | +$8.32K | 0.06% | 186 |
|
|
2021
Q2 | $416K | Sell |
5,501
-8
| -0.1% | -$605 | 0.07% | 172 |
|
|
2021
Q1 | $383K | Buy |
+5,509
| New | +$383K | 0.06% | 178 |
|