Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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