AIM
Axiom Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,500
| Closed | -$340K | – | 143 |
|
|
2021
Q4 | $340K | Sell |
7,500
-1,000
| -12% | -$45.3K | 0.33% | 79 |
|
|
2021
Q3 | $359K | Hold |
8,500
| – | – | 0.36% | 66 |
|
|
2021
Q2 | $374K | Buy |
8,500
+5,000
| +143% | +$220K | 0.29% | 80 |
|
|
2021
Q1 | $149K | Buy |
3,500
+2,892
| +476% | +$123K | 0.12% | 129 |
|
|
2020
Q4 | $419 | Buy |
+608
| New | +$419 | 0.38% | 61 |
|