SFA
Source Financial Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,838
| Closed | -$1.41M | – | 117 |
|
|
2021
Q4 | $1.41M | Sell |
17,838
-412
| -2% | -$32.6K | 0.38% | 47 |
|
|
2021
Q3 | $1.33M | Sell |
18,250
-454
| -2% | -$33.2K | 0.35% | 45 |
|
|
2021
Q2 | $1.41M | Buy |
18,704
+152
| +0.8% | +$11.5K | 0.36% | 43 |
|
|
2021
Q1 | $1.29M | Buy |
18,552
+547
| +3% | +$38K | 0.34% | 45 |
|
|
2020
Q4 | $1.02M | Buy |
+18,005
| New | +$1.02M | 0.28% | 47 |
|