YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$17K | – | 570 |
|
|
2019
Q2 | $17K | Hold |
500
| – | – | 0.01% | 495 |
|
|
2019
Q1 | $16K | Hold |
500
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $14K | Hold |
500
| – | – | 0.01% | 532 |
|
|
2018
Q3 | $16K | Hold |
500
| – | – | 0.01% | 563 |
|
|
2018
Q2 | $15K | Buy |
+500
| New | +$15K | 0.01% | 583 |
|