Patriot Financial Group Insurance Agency’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $15K | Buy |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $10K | Buy |
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