One Wealth Management Investment & Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
4,178
-31
| -0.7% | -$3.02K | 0.52% | 31 |
|
|
2025
Q1 | $329K | Hold |
4,209
| – | – | 0.55% | 35 |
|
|
2024
Q4 | $373K | Sell |
4,209
-16
| -0.4% | -$1.42K | 0.59% | 29 |
|
|
2024
Q3 | $377K | Sell |
4,225
-86
| -2% | -$7.67K | 0.66% | 29 |
|
|
2024
Q2 | $364K | Hold |
4,311
| – | – | 0.14% | 75 |
|
|
2024
Q1 | $378K | Sell |
4,311
-1,411
| -25% | -$124K | 0.15% | 76 |
|
|
2023
Q4 | $471K | Buy |
+5,722
| New | +$471K | 0.21% | 72 |
|