Clearstead 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 | $39.7K | Hold |
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|
2025
Q2 | $38.1K | Hold |
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|
2025
Q1 | $40.3K | Sell |
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|
2024
Q4 | $43.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $496K | Sell |
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|
2019
Q2 | $532K | Buy |
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|
2019
Q1 | $464K | Hold |
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|
2018
Q4 | $417K | Buy |
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