Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $21K | Hold |
500
| – | – | 0.01% | 114 |
|
|
2018
Q4 | $21K | Hold |
500
| – | – | 0.01% | 101 |
|
|
2018
Q3 | $21K | Hold |
500
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $21K | Hold |
500
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | 0.01% | 113 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | 0.01% | 115 |
|
|
2017
Q3 | $21K | Hold |
500
| – | – | 0.01% | 115 |
|
|
2017
Q2 | $20K | Hold |
500
| – | – | 0.01% | 117 |
|
|
2017
Q1 | $20K | Hold |
500
| – | – | 0.01% | 116 |
|
|
2016
Q4 | $20K | Hold |
500
| – | – | 0.02% | 102 |
|
|
2016
Q3 | $19K | Hold |
500
| – | – | 0.02% | 99 |
|
|
2016
Q2 | $19K | Hold |
500
| – | – | 0.02% | 78 |
|
|
2016
Q1 | $19K | Hold |
500
| – | – | 0.02% | 81 |
|
|
2015
Q4 | $17K | Hold |
500
| – | – | 0.02% | 81 |
|
|
2015
Q3 | $16K | Hold |
500
| – | – | 0.02% | 86 |
|
|
2015
Q2 | $16K | Hold |
500
| – | – | 0.01% | 106 |
|
|
2015
Q1 | $16K | Hold |
500
| – | – | 0.01% | 92 |
|
|
2014
Q4 | $16K | Buy |
+500
| New | +$16K | 0.02% | 78 |
|