Vigilare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,053
| Closed | -$252K | – | 110 |
|
|
2023
Q4 | $252K | Buy |
+3,053
| New | +$252K | 0.13% | 86 |
|
|
2022
Q1 | – | Sell |
-5,257
| Closed | -$415K | – | 166 |
|
|
2021
Q4 | $415K | Buy |
5,257
+632
| +14% | +$49.9K | 0.25% | 106 |
|
|
2021
Q3 | $338K | Buy |
4,625
+1,835
| +66% | +$134K | 0.21% | 136 |
|
|
2021
Q2 | $211K | Buy |
+2,790
| New | +$211K | 0.13% | 193 |
|