A detailed history of Bogart Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 464 shares of SPHQ stock, worth $30,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares
464
Previous 591 21.49%
Holding current value
$30,995
Previous $35,000 17.14%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$57.33 - $65.34 $7,280 - $8,298
-127 Reduced 21.49%
464 $29,000
Q1 2024

Apr 25, 2024

BUY
$53.17 - $60.48 $6,752 - $7,680
127 Added 27.37%
591 $35,000
Q4 2023

Feb 06, 2024

SELL
$47.93 - $54.22 $7,668 - $8,675
-160 Reduced 25.64%
464 $25,000
Q3 2023

Oct 30, 2023

BUY
$49.63 - $52.55 $7,940 - $8,408
160 Added 34.48%
624 $31,000
Q1 2023

Apr 21, 2023

BUY
$43.64 - $47.32 $20,248 - $21,956
464 New
464 $21,000

Others Institutions Holding SPHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.