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Ritter Daniher Financial Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio SPHB Stock Details SPHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,705
Closed -$120K – 370
2023
Q3 		$120K Hold
1,705
– – 0.05% 96
2023
Q2 		$130K Hold
1,705
– – 0.05% 86
2023
Q1 		$119K Buy
+1,705
New +$119K 0.05% 91