Wealthspire Advisors (Maryland)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $563K | Buy |
14,569
+8,024
| +123% | +$310K | 0.02% | 244 |
|
|
2020
Q2 | $232K | Buy |
+6,545
| New | +$232K | 0.02% | 389 |
|
|
2020
Q1 | – | Sell |
-6,476
| Closed | -$237K | – | 500 |
|
|
2019
Q4 | $237K | Buy |
6,476
+29
| +0.4% | +$1.06K | 0.02% | 436 |
|
|
2019
Q3 | $216K | Buy |
6,447
+31
| +0.5% | +$1.04K | 0.02% | 415 |
|
|
2019
Q2 | $213K | Buy |
6,416
+26
| +0.4% | +$863 | 0.02% | 422 |
|
|
2019
Q1 | $205K | Buy |
6,390
+16
| +0.3% | +$513 | 0.02% | 429 |
|
|
2018
Q4 | $177K | Buy |
6,374
+34
| +0.5% | +$944 | 0.02% | 429 |
|
|
2018
Q3 | $208K | Buy |
6,340
+31
| +0.5% | +$1.02K | 0.02% | 443 |
|
|
2018
Q2 | $189K | Buy |
+6,309
| New | +$189K | 0.02% | 484 |
|