Choate Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $64.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $52.9K | Hold |
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|
2023
Q2 | $55.8K | Hold |
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|
2023
Q1 | $57K | Hold |
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|
2022
Q4 | $59.2K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $45K | Buy |
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