Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
27,280
+22,697
| +495% | +$1.62M | 0.56% | 48 |
|
|
2025
Q1 | $307K | Hold |
4,583
| – | – | 0.1% | 192 |
|
|
2024
Q4 | $307K | Sell |
4,583
-4,102
| -47% | -$275K | 0.1% | 193 |
|
|
2024
Q3 | $584K | Buy |
8,685
+88
| +1% | +$5.92K | 0.19% | 132 |
|
|
2024
Q2 | $546K | Buy |
8,597
+4,915
| +133% | +$312K | 0.19% | 125 |
|
|
2024
Q1 | $222K | Buy |
+3,682
| New | +$222K | 0.08% | 240 |
|
|
2022
Q3 | – | Sell |
-644
| Closed | -$27K | – | 870 |
|
|
2022
Q2 | $27K | Buy |
+644
| New | +$27K | 0.01% | 509 |
|
|
2022
Q1 | – | Sell |
-644
| Closed | -$34K | – | 805 |
|
|
2021
Q4 | $34K | Hold |
644
| – | – | 0.02% | 469 |
|
|
2021
Q3 | $31K | Buy |
+644
| New | +$31K | 0.01% | 473 |
|
|
2021
Q2 | – | Sell |
-644
| Closed | -$29K | – | 657 |
|
|
2021
Q1 | $29K | Buy |
+644
| New | +$29K | 0.02% | 408 |
|
|
2020
Q1 | – | Sell |
-644
| Closed | -$24K | – | 535 |
|
|
2019
Q4 | $24K | Buy |
+644
| New | +$24K | 0.02% | 372 |
|