Coulter & Justus Financial Services’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
2024 Q1	–	Sell	-24,685	Closed	-$1.05M	–	118
2023 Q4	$1.05M	Buy	24,685 +3,472	+16%	+$147K	0.71%	18
2023 Q3	$831K	Buy	+21,213	New	+$831K	0.6%	20