Summit Financial Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.18M | Hold |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $347K | Buy |
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