Crown Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,380
| Closed | -$308K | – | 121 |
|
|
2024
Q4 | $308K | Buy |
+6,380
| New | +$308K | 0.13% | 83 |
|
|
2023
Q2 | – | Sell |
-7,375
| Closed | -$311K | – | 74 |
|
|
2023
Q1 | $311K | Sell |
7,375
-1,000
| -12% | -$42.2K | 0.26% | 47 |
|
|
2022
Q4 | $367K | Hold |
8,375
| – | – | 0.34% | 37 |
|
|
2022
Q3 | $328K | Sell |
8,375
-125
| -1% | -$4.9K | 0.34% | 41 |
|
|
2022
Q2 | $375K | Buy |
8,500
+300
| +4% | +$13.2K | 0.34% | 43 |
|
|
2022
Q1 | $387K | Buy |
+8,200
| New | +$387K | 0.27% | 57 |
|