Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-823
| Closed | -$57.7K | – | 957 |
|
|
2023
Q3 | $57.7K | Sell |
823
-9,033
| -92% | -$634K | 0.02% | 223 |
|
|
2023
Q2 | $753K | Buy |
9,856
+5,394
| +121% | +$412K | 0.28% | 54 |
|
|
2023
Q1 | $312K | Buy |
4,462
+4,077
| +1,059% | +$285K | 0.13% | 69 |
|
|
2022
Q4 | $24K | Sell |
385
-5,737
| -94% | -$358K | 0.01% | 246 |
|
|
2022
Q3 | $351K | Buy |
6,122
+1,929
| +46% | +$111K | 0.23% | 58 |
|
|
2022
Q2 | $246K | Sell |
4,193
-22,162
| -84% | -$1.3M | 0.14% | 78 |
|
|
2022
Q1 | $2.02M | Buy |
+26,355
| New | +$2.02M | 1.35% | 15 |
|