WQ
Wealth Quarterback’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-87,986
| Closed | -$7.72M | – | 132 |
|
|
2024
Q1 | $7.72M | Buy |
87,986
+13,684
| +18% | +$1.2M | 4.31% | 4 |
|
|
2023
Q4 | $6.12M | Buy |
+74,302
| New | +$6.12M | 3.74% | 7 |
|
|
2023
Q3 | – | Sell |
-93,746
| Closed | -$7.16M | – | 124 |
|
|
2023
Q2 | $7.16M | Buy |
93,746
+26,303
| +39% | +$2.01M | 4.96% | 4 |
|
|
2023
Q1 | $4.72M | Sell |
67,443
-7,775
| -10% | -$544K | 4% | 8 |
|
|
2022
Q4 | $4.69M | Buy |
+75,218
| New | +$4.69M | 3.89% | 7 |
|