Calton & Associates’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $225K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $171K | Buy |
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