SWM
Sagace Wealth Management’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 | $2.15M | Sell |
30,223
-7,801
| -21% | -$556K | 1.61% | 26 |
|
|
2025
Q1 | $2.52M | Buy |
38,024
+893
| +2% | +$59.2K | 1.9% | 17 |
|
|
2024
Q4 | $2.49M | Sell |
37,131
-31,550
| -46% | -$2.11M | 1.86% | 17 |
|
|
2024
Q3 | $4.68M | Buy |
68,681
+1,534
| +2% | +$104K | 3.61% | 5 |
|
|
2024
Q2 | $4.33M | Buy |
+67,147
| New | +$4.33M | 4.23% | 5 |
|