Founders Financial Securities’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
Q2 | – | Sell |
-46,133
| Closed | -$1.82M | – | 104 |
|
|
2018
Q1 | $1.82M | Buy |
46,133
+3,771
| +9% | +$149K | 0.59% | 29 |
|
|
2017
Q4 | $1.8M | Sell |
42,362
-59,227
| -58% | -$2.51M | 0.6% | 28 |
|
|
2017
Q3 | $4.17M | Buy |
101,589
+6,799
| +7% | +$279K | 1.48% | 22 |
|
|
2017
Q2 | $3.81M | Buy |
94,790
+12,644
| +15% | +$509K | 1.45% | 20 |
|
|
2017
Q1 | $3.33M | Buy |
82,146
+4,972
| +6% | +$201K | 1.27% | 22 |
|
|
2016
Q4 | $3.02M | Buy |
77,174
+10,274
| +15% | +$403K | 1.26% | 20 |
|
|
2016
Q3 | $2.6M | Buy |
66,900
+4,533
| +7% | +$176K | 1.11% | 28 |
|
|
2016
Q2 | $2.39M | Buy |
+62,367
| New | +$2.39M | 1.09% | 30 |
|