Optimum Investment Advisors’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 | $5.82K | Hold |
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|
2025
Q2 | $5.17K | Hold |
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|
2025
Q1 | $4.15K | Hold |
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|
2024
Q4 | $4.7K | Hold |
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|
2024
Q3 | $4.73K | Hold |
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|
2024
Q2 | $4.48K | Sell |
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|
2024
Q1 | $9.74K | Hold |
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|
2023
Q4 | $9.15K | Sell |
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|
2023
Q3 | $9.67K | Hold |
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|
2023
Q2 | $10.5K | Sell |
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|
2023
Q1 | $11.3K | Sell |
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|
2022
Q4 | $12.1K | Sell |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $93K | Buy |
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|
2018
Q2 | $89K | Buy |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $491K | Sell |
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|
2016
Q4 | $533K | Buy |
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