Cornerstone Wealth Management’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
Q2 | $745K | Sell |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $787K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $696K | Buy |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $974K | Buy |
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|
2021
Q4 | $876K | Sell |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $713K | Sell |
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|
2021
Q1 | $894K | Sell |
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|
2020
Q4 | $795K | Sell |
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|
2020
Q3 | $722K | Sell |
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|
2020
Q2 | $745K | Buy |
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|
2020
Q1 | $606K | Sell |
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|
2019
Q4 | $5.69M | Sell |
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|
2019
Q3 | $5.53M | Buy |
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|
2019
Q2 | $5.33M | Buy |
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|
2019
Q1 | $4.86M | Buy |
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|
2018
Q4 | $3.56M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83.8M | Buy |
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|
2018
Q1 | $5.54M | Buy |
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|
2017
Q4 | $4.96M | Buy |
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|
2017
Q3 | $3.81M | Buy |
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|
2017
Q2 | $3.03M | Buy |
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|
2017
Q1 | $2.39M | Buy |
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|
2016
Q4 | $1.89M | Buy |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q1 | $202K | Buy |
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