Sowell Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
+13,100
| New | +$1.28M | 0.05% | 353 |
|
|
2021
Q2 | – | Sell |
-3,042
| Closed | -$227K | – | 2404 |
|
|
2021
Q1 | $227K | Buy |
3,042
+344
| +13% | +$25.7K | 0.01% | 980 |
|
|
2020
Q4 | $153K | Buy |
+2,698
| New | +$153K | 0.01% | 967 |
|
|
2020
Q1 | – | Sell |
-14,014
| Closed | -$654K | – | 2685 |
|
|
2019
Q4 | $654K | Buy |
14,014
+13,969
| +31,042% | +$652K | 0.05% | 368 |
|
|
2019
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 2133 |
|