BlackDiamond 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
2023
Q1
Sell
-39,566
Closed -$1.78M 128
2022
Q4
$1.78M Buy
39,566
+807
+2% +$36.4K 2.02% 12
2022
Q3
$1.62M Buy
38,759
+3,515
+10% +$147K 1.95% 15
2022
Q2
$1.54M Buy
+35,244
New +$1.54M 1.92% 15