RFA
Resurgent Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
24,945
-991
| -4% | -$70.6K | 0.98% | 22 |
|
|
2025
Q1 | $1.72M | Buy |
25,936
+529
| +2% | +$35.1K | 1.03% | 20 |
|
|
2024
Q4 | $1.7M | Sell |
25,407
-50
| -0.2% | -$3.35K | 1% | 23 |
|
|
2024
Q3 | $1.71M | Buy |
25,457
+923
| +4% | +$62.1K | 1% | 22 |
|
|
2024
Q2 | $1.56M | Sell |
24,534
-9,225
| -27% | -$586K | 0.97% | 24 |
|
|
2024
Q1 | $2.04M | Buy |
33,759
+21,146
| +168% | +$1.28M | 1.09% | 21 |
|
|
2023
Q4 | $682K | Buy |
12,613
+5,311
| +73% | +$287K | 0.42% | 61 |
|
|
2023
Q3 | $365K | Buy |
7,302
+3,510
| +93% | +$176K | 0.25% | 98 |
|
|
2023
Q2 | $191K | Sell |
3,792
-176
| -4% | -$8.88K | 0.13% | 149 |
|
|
2023
Q1 | $188K | Buy |
3,968
+384
| +11% | +$18.2K | 0.13% | 154 |
|
|
2022
Q4 | $158K | Buy |
+3,584
| New | +$158K | 0.08% | 232 |
|
|
2022
Q2 | – | Sell |
-4,435
| Closed | -$221K | – | 216 |
|
|
2022
Q1 | $221K | Sell |
4,435
-13
| -0.3% | -$648 | 0.14% | 162 |
|
|
2021
Q4 | $237K | Buy |
+4,448
| New | +$237K | 0.19% | 105 |
|