WWM
WT Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,723
| Closed | -$1.26M | – | 139 |
|
|
2024
Q4 | $1.26M | Sell |
18,723
-822
| -4% | -$55.1K | 0.39% | 62 |
|
|
2024
Q3 | $1.33M | Sell |
19,545
-5,782
| -23% | -$394K | 0.43% | 62 |
|
|
2024
Q2 | $1.61M | Buy |
25,327
+261
| +1% | +$16.6K | 0.55% | 58 |
|
|
2024
Q1 | $1.51M | Buy |
25,066
+3,120
| +14% | +$189K | 0.54% | 57 |
|
|
2023
Q4 | $1.19M | Buy |
21,946
+5,620
| +34% | +$304K | 0.47% | 58 |
|
|
2023
Q3 | $817K | Buy |
+16,326
| New | +$817K | 0.35% | 65 |
|