DWMG
DB Wealth Management Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-196
| Closed | -$9K | – | 385 |
|
|
2021
Q4 | $9K | Sell |
196
-23
| -11% | -$1.06K | 0.01% | 282 |
|
|
2021
Q3 | $9K | Hold |
219
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $10K | Sell |
219
-45
| -17% | -$2.06K | 0.01% | 268 |
|
|
2021
Q1 | $11K | Hold |
264
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $10K | Buy |
+264
| New | +$10K | 0.01% | 268 |
|