CAROLINAS WEALTH CONSULTING LLC SPHQ Holdings History
CAROLINAS WEALTH CONSULTING LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 66,116.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $4.43 Mil. This investment constitutes 0.87% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.04% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then CAROLINAS WEALTH CONSULTING LLC has made 9 purchases of SPHQ, at an average price of $54.35, for a total of 161,932.00 shares. In addition, there have been 6 sales at an average price of $50.71 for 95,816.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his SPHQ holdings is $776,839.18, reflecting a 8.83% gain to date.
CAROLINAS WEALTH CONSULTING LLC SPHQ ($71.37) Holding Chart
CAROLINAS WEALTH CONSULTING LLC SPHQ ($71.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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