QWM
Quadcap Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
5,606
| – | – | 0.07% | 248 |
|
|
2025
Q1 | $439K | Hold |
5,606
| – | – | 0.06% | 258 |
|
|
2024
Q4 | $497K | Sell |
5,606
-95
| -2% | -$8.42K | 0.07% | 237 |
|
|
2024
Q3 | $509K | Sell |
5,701
-155
| -3% | -$13.8K | 0.08% | 244 |
|
|
2024
Q2 | $495K | Buy |
5,856
+1,025
| +21% | +$86.6K | 0.09% | 243 |
|
|
2024
Q1 | $424K | Sell |
4,831
-69
| -1% | -$6.05K | 0.1% | 232 |
|
|
2023
Q4 | $404K | Buy |
+4,900
| New | +$404K | 0.1% | 228 |
|