Valeo Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Buy |
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|
2025
Q2 | $336K | Sell |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $140K | Buy |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $87K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $82K | Buy |
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