Plotkin Financial 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
Q2 | $454K | Sell |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $637K | Sell |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $642K | Buy |
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