TWA
TCI Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-512
| Closed | -$24.2K | – | 1959 |
|
|
2023
Q1 | $24.2K | Buy |
+512
| New | +$24.2K | ﹤0.01% | 634 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$3K | – | 2490 |
|
|
2021
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1993 |
|
|
2020
Q1 | – | Sell |
-462
| Closed | -$17K | – | 1731 |
|
|
2019
Q4 | $17K | Buy |
+462
| New | +$17K | 0.01% | 583 |
|
|
2019
Q1 | – | Sell |
-1,720
| Closed | -$48K | – | 1530 |
|
|
2018
Q4 | $48K | Buy |
+1,720
| New | +$48K | 0.02% | 312 |
|