Advocacy Wealth Management Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,478
| Closed | -$58K | – | 347 |
|
|
2016
Q4 | $58K | Sell |
1,478
-328
| -18% | -$12.9K | 0.02% | 67 |
|
|
2016
Q3 | $70K | Sell |
1,806
-1,643
| -48% | -$63.7K | 0.03% | 95 |
|
|
2016
Q2 | $132K | Sell |
3,449
-1,027
| -23% | -$39.3K | 0.07% | 86 |
|
|
2016
Q1 | $166K | Sell |
4,476
-899
| -17% | -$33.3K | 0.12% | 105 |
|
|
2015
Q4 | $179K | Buy |
+5,375
| New | +$179K | 0.2% | 91 |
|