Concert 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
2016
Q4
Sell
-17,923
Closed -$704K 864
2016
Q3
$704K Buy
17,923
+2,702
+18% +$106K 0.09% 296
2016
Q2
$575K Buy
+15,221
New +$575K 0.08% 315