WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-822
| Closed | -$52.2K | – | 1201 |
|
|
2024
Q2 | $52.2K | Hold |
822
| – | – | 0.02% | 329 |
|
|
2024
Q1 | $49.7K | Buy |
+822
| New | +$49.7K | 0.02% | 334 |
|
|
2023
Q4 | – | Sell |
-822
| Closed | -$41.1K | – | 762 |
|
|
2023
Q3 | $41.1K | Hold |
822
| – | – | 0.02% | 342 |
|
|
2023
Q2 | $41.5K | Hold |
822
| – | – | 0.02% | 342 |
|
|
2023
Q1 | $38.9K | Buy |
+822
| New | +$38.9K | 0.02% | 350 |
|