New England Professional Planning Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Buy |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $589K | Buy |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $220K | Buy |
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