Sugarloaf Wealth Management’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
2024
Q4
$24.4K Buy
364
+1
+0.3% +$67 ﹤0.01% 379
2024
Q3
$24.4K Buy
363
+1
+0.3% +$67 ﹤0.01% 388
2024
Q2
$23K Sell
362
-224
-38% -$14.2K ﹤0.01% 380
2024
Q1
$35.4K Buy
+586
New +$35.4K 0.01% 332