Chicago Wealth Management, Inc. SPHB Holdings History
Chicago Wealth Management, Inc.'s Invesco S&P 500 High Beta ETF Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held - shares of Invesco S&P 500 High Beta ETF(SPHB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0% of the outstanding Invesco S&P 500 High Beta ETF(SPHB) stock.
The initial trade took place in 2024Q1. And since then Chicago Wealth Management, Inc. has made 4 purchases of SPHB, at an average price of $86.55, for a total of 14,494.00 shares. In addition, there have been 1 sales at an average price of $87.89 for 14,494.00 shares. Based on historical transaction data and SPHB's current price of $103.03, Chicago Wealth Management, Inc.'s estimated gain on his SPHB holdings is $19,457.93, reflecting a 1.55% gain to date.
Chicago Wealth Management, Inc. SPHB ($103.03) Holding Chart
Chicago Wealth Management, Inc. SPHB ($103.03) 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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