Invesco Exchange W&p 500 Qualit equities shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Invesco Exchange W&p 500 Qualit equities
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $772k | 12k | 67.27 |
2024-06-30 | $685k | 11k | 63.54 |
2024-03-31 | $594k | 9.8k | 60.42 |
2023-12-31 | $571k | 11k | 54.08 |
2023-09-30 | $506k | 10k | 50.04 |
2023-06-30 | $464k | 9.2k | 50.45 |
2023-03-31 | $426k | 9.0k | 47.32 |
2022-12-31 | $389k | 8.8k | 44.00 |
2022-09-30 | $309k | 7.8k | 39.68 |
2022-06-30 | $292k | 7.0k | 41.88 |
2022-03-31 | $346k | 6.9k | 49.95 |
2021-12-31 | $333k | 6.3k | 53.27 |
2021-09-30 | $279k | 5.7k | 48.54 |
2021-06-30 | $204k | 4.2k | 48.62 |
2021-03-31 | $38k | 855 | 44.44 |
2020-12-31 | $15k | 365 | 41.10 |
2020-09-30 | $12k | 315 | 38.10 |
2020-06-30 | $11k | 315 | 34.92 |
2019-09-30 | $10k | 300 | 33.33 |
2019-06-30 | $10k | 300 | 33.33 |
2019-03-31 | $10k | 300 | 33.33 |
2018-12-31 | $8.0k | 300 | 26.67 |
2018-09-30 | $10k | 300 | 33.33 |
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