Tradition Wealth Management’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
2022
Q2
Sell
-600
Closed -$46K 1150
2022
Q1
$46K Hold
600
0.01% 535
2021
Q4
$47K Hold
600
0.01% 542
2021
Q3
$44K Hold
600
0.01% 536
2021
Q2
$45K Sell
600
-30
-5% -$2.25K 0.01% 555
2021
Q1
$44K Hold
630
0.01% 462
2020
Q4
$36K Buy
+630
New +$36K 0.01% 473