Invesco Exchange W&p 500 Qualit equities shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in Invesco Exchange W&p 500 Qualit equities
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All positions including Invesco Exchange W&p 500 Qualit equities held by Plotkin Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $473k | 7.0k | 67.27 |
2024-06-30 | $490k | 7.7k | 63.54 |
2024-03-31 | $466k | 7.7k | 60.42 |
2023-12-31 | $417k | 7.7k | 54.08 |
2023-09-30 | $410k | 8.2k | 50.04 |
2023-06-30 | $544k | 11k | 50.45 |
2023-03-31 | $494k | 10k | 47.32 |
2022-12-31 | $497k | 11k | 44.00 |
2022-09-30 | $502k | 13k | 39.74 |
2022-06-30 | $547k | 13k | 42.00 |
2022-03-31 | $700k | 14k | 49.91 |
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