Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4K | Buy |
1,228
+11
| +0.9% | +$523 | 0.02% | 299 |
|
|
2025
Q1 | $61.1K | Buy |
1,217
+10
| +0.8% | +$502 | 0.02% | 214 |
|
|
2024
Q4 | $58.3K | Buy |
1,207
+10
| +0.8% | +$483 | 0.02% | 230 |
|
|
2024
Q3 | $60.5K | Buy |
+1,197
| New | +$60.5K | 0.02% | 228 |
|
|
2023
Q4 | – | Sell |
-210
| Closed | -$8.23K | – | 603 |
|
|
2023
Q3 | $8.23K | Sell |
210
-223
| -52% | -$8.74K | ﹤0.01% | 426 |
|
|
2023
Q2 | $17.9K | Sell |
433
-5,053
| -92% | -$209K | 0.01% | 349 |
|
|
2023
Q1 | $232K | Buy |
+5,486
| New | +$232K | 0.09% | 120 |
|