Ropes Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-487
| Closed | -$21K | – | 709 |
|
|
2020
Q4 | $21K | Hold |
487
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $19K | Hold |
487
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $17K | Hold |
487
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $15K | Hold |
487
| – | – | ﹤0.01% | 387 |
|
|
2019
Q4 | $18K | Sell |
487
-58
| -11% | -$2.14K | ﹤0.01% | 433 |
|
|
2019
Q3 | $18K | Buy |
545
+173
| +47% | +$5.71K | ﹤0.01% | 448 |
|
|
2019
Q2 | $12K | Buy |
+372
| New | +$12K | ﹤0.01% | 470 |
|