American Financial Network Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-5,574
| Closed | -$233K | – | 134 |
|
2019
Q2 | $233K | Sell |
5,574
-242
| -4% | -$10.1K | 0.18% | 119 |
|
2019
Q1 | $247K | Sell |
5,816
-33,066
| -85% | -$1.4M | 0.18% | 119 |
|
2018
Q4 | $1.49M | Sell |
38,882
-2,513
| -6% | -$96K | 1.05% | 17 |
|
2018
Q3 | $1.71M | Buy |
41,395
+41,274
| +34,111% | +$1.71M | 0.91% | 23 |
|
2018
Q2 | $1.74K | Buy |
+121
| New | +$1.74K | 0.94% | 22 |
|
2018
Q1 | – | Sell |
-13,961
| Closed | -$592K | – | 524 |
|
2017
Q4 | $592K | Buy |
13,961
+1,840
| +15% | +$78K | 0.25% | 120 |
|
2017
Q3 | $497K | Buy |
+12,121
| New | +$497K | 0.21% | 137 |
|