EverSource Wealth Advisors’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 | $19K | Hold |
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2025
Q1 | $20.1K | Hold |
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|
2024
Q4 | $19.3K | Hold |
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2024
Q3 | $20.2K | Hold |
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|
2024
Q2 | $19K | Hold |
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|
2024
Q1 | $17.3K | Hold |
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|
2023
Q4 | $17K | Hold |
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|
2023
Q3 | $15.7K | Hold |
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|
2023
Q2 | $16.5K | Hold |
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|
2023
Q1 | $16.9K | Hold |
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|
2022
Q4 | $17.5K | Buy |
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