MinichMacGregor Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,466
| Closed | -$242K | – | 118 |
|
|
2023
Q4 | $242K | Buy |
+4,466
| New | +$242K | 0.07% | 92 |
|
|
2022
Q2 | – | Sell |
-74,220
| Closed | -$3.7M | – | 97 |
|
|
2022
Q1 | $3.7M | Buy |
+74,220
| New | +$3.7M | 1.18% | 28 |
|
|
2021
Q1 | – | Sell |
-54,315
| Closed | -$2.29M | – | 92 |
|
|
2020
Q4 | $2.29M | Buy |
+54,315
| New | +$2.29M | 0.93% | 31 |
|