Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1265 |
|
|
2024
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2024
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 297 |
|