Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-242
| Closed | -$17K | – | 1684 |
|
|
2021
Q1 | $17K | Buy |
+242
| New | +$17K | ﹤0.01% | 1270 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$8K | – | 1273 |
|
|
2018
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 847 |
|
|
2018
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 852 |
|
|
2018
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 845 |
|
|
2018
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 734 |
|
|
2017
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 684 |
|
|
2017
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 81 |
|
|
2017
Q1 | $8K | Buy |
+225
| New | +$8K | ﹤0.01% | 81 |
|