Sound View Wealth Advisors Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $14.3M | Buy |
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|
2024
Q3 | $13.8M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $9.56M | Sell |
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|
2023
Q4 | $8.94M | Buy |
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|
2023
Q3 | $7.91M | Buy |
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|
2023
Q2 | $7.42M | Buy |
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|
2023
Q1 | $6.92M | Sell |
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|
2022
Q4 | $8.94M | Buy |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $4.05M | Buy |
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|
2022
Q1 | $4.8M | Buy |
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|
2021
Q4 | $5.04M | Sell |
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|
2021
Q3 | $4.68M | Sell |
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|
2021
Q2 | $4.87M | Sell |
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|
2021
Q1 | $4.45M | Sell |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q3 | $3.75M | Sell |
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|
2020
Q2 | $3.46M | Buy |
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|
2020
Q1 | $860K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.85M | Buy |
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