Crewe Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,000
| Closed | -$84K | – | 298 |
|
2019
Q2 | $84K | Hold |
2,000
| – | – | 0.03% | 118 |
|
2019
Q1 | $85K | Hold |
2,000
| – | – | 0.03% | 97 |
|
2018
Q4 | $76K | Hold |
2,000
| – | – | 0.02% | 91 |
|
2018
Q3 | $83K | Hold |
2,000
| – | – | 0.07% | 94 |
|
2018
Q2 | $82K | Hold |
2,000
| – | – | 0.08% | 89 |
|
2018
Q1 | $79K | Hold |
2,000
| – | – | 0.08% | 87 |
|
2017
Q4 | $85K | Buy |
+2,000
| New | +$85K | 0.08% | 87 |
|