CWM
Cedar Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.6K | Hold |
1,610
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $80.9K | Hold |
1,610
| – | – | 0.03% | 101 |
|
|
2024
Q4 | $77.8K | Hold |
1,610
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $81.4K | Hold |
1,610
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $71.5K | Hold |
1,610
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $71.5K | Hold |
1,610
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $68.3K | Hold |
1,610
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $63.1K | Hold |
1,610
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $66.6K | Hold |
1,610
| – | – | 0.03% | 143 |
|
|
2023
Q1 | $68K | Hold |
1,610
| – | – | 0.03% | 135 |
|
|
2022
Q4 | $70.6K | Hold |
1,610
| – | – | 0.03% | 126 |
|
|
2022
Q3 | $63K | Hold |
1,610
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $71K | Hold |
1,610
| – | – | 0.03% | 150 |
|
|
2022
Q1 | $76K | Hold |
1,610
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $73K | Hold |
1,610
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $68K | Hold |
1,610
| – | – | 0.03% | 147 |
|
|
2021
Q2 | $71K | Hold |
1,610
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $69K | Hold |
1,610
| – | – | 0.03% | 143 |
|
|
2020
Q4 | $61K | Hold |
1,610
| – | – | 0.03% | 129 |
|
|
2020
Q3 | $53K | Hold |
1,610
| – | – | 0.03% | 126 |
|
|
2020
Q2 | $53K | Hold |
1,610
| – | – | 0.04% | 123 |
|
|
2020
Q1 | $48K | Buy |
+1,610
| New | +$48K | 0.03% | 126 |
|