First Heartland Consultants’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
Q3 | $378K | Buy |
|
|||||
|
2025
Q2 | $356K | Sell |
|
|||||
|
2025
Q1 | $401K | Sell |
|
|||||
|
2024
Q4 | $394K | Sell |
|
|||||
|
2024
Q3 | $484K | Sell |
|
|||||
|
2024
Q2 | $445 | Sell |
|
|||||
|
2024
Q1 | $514K | Sell |
|
|||||
|
2023
Q4 | $634K | Buy |
|
|||||
|
2023
Q3 | $271K | Sell |
|
|||||
|
2023
Q2 | $297K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $309 | Sell |
|
|||||
|
2022
Q2 | $367K | Buy |
|
|||||
|
2022
Q1 | $353K | Buy |
|
|||||
|
2021
Q4 | $338 | Sell |
|
|||||
|
2021
Q3 | $371K | Sell |
|
|||||
|
2021
Q2 | $406K | Sell |
|
|||||
|
2021
Q1 | $408K | Sell |
|
|||||
|
2020
Q4 | $382K | Sell |
|
|||||
|
2020
Q3 | $545K | Sell |
|
|||||
|
2020
Q2 | $698K | Sell |
|
|||||
|
2020
Q1 | $2.19M | Buy |
|
|||||
|
2019
Q4 | $3.16M | Buy |
|
|||||
|
2019
Q3 | $2.92M | Buy |
|
|||||
|
2019
Q2 | $2.15M | Buy |
|
|||||
|
2019
Q1 | $1.75M | Buy |
|
|||||
|
2018
Q4 | $238K | Sell |
|
|||||
|
2018
Q3 | $292K | Buy |
|
|||||
|
2018
Q2 | $280K | Hold |
|
|||||
|
2018
Q1 | $269K | Sell |
|
|||||
|
2017
Q4 | $3.72M | Sell |
|
|||||
|
2017
Q3 | $3.83M | Sell |
|
|||||
|
2017
Q2 | $3.79M | Buy |
|
|||||
|
2017
Q1 | $3.8M | Buy |
|
|||||
|
2016
Q4 | $2.49M | Buy |
|
|||||
|
2016
Q3 | $1.34M | Buy |
|
|||||
|
2016
Q2 | $564 | Buy |
|
|||||
|
2016
Q1 | $288K | Buy |
|