Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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|
2025
Q2 | $276K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $64K | Hold |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $64K | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $29K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $22K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $127K | Hold |
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|
2015
Q3 | $120K | Buy |
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