Financial Partners Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-38,413
| Closed | -$1.63M | – | 98 |
|
|
2017
Q4 | $1.63M | Sell |
38,413
-10,600
| -22% | -$450K | 0.3% | 71 |
|
|
2017
Q3 | $2.01M | Sell |
49,013
-4,080
| -8% | -$167K | 0.38% | 63 |
|
|
2017
Q2 | $2.14M | Sell |
53,093
-760
| -1% | -$30.6K | 0.45% | 58 |
|
|
2017
Q1 | $2.18M | Sell |
53,853
-61,654
| -53% | -$2.5M | 0.48% | 56 |
|
|
2016
Q4 | $4.53M | Sell |
115,507
-54,854
| -32% | -$2.15M | 1.09% | 41 |
|
|
2016
Q3 | $6.46M | Buy |
+170,361
| New | +$6.46M | 1.64% | 28 |
|