Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $350K | Hold |
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|
2019
Q3 | $311K | Buy |
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