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Clear Perspectives Financial Planning’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Clear Perspectives Financial Planning’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$4.22K Sell
100
-57,818
-100% -$2.44M ﹤0.01% 163
2022
Q4 		$2.54M Buy
57,918
+2,495
+5% +$109K 1.35% 19
2022
Q3 		$2.17M Buy
55,423
+47,451
+595% +$1.86M 1.06% 20
2022
Q2 		$352K Buy
+7,972
New +$352K 0.14% 40