FFWM
Future Financial Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Hold |
1,102
| – | – | 0.04% | 238 |
|
|
2025
Q1 | $55.4K | Hold |
1,102
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $53.2K | Hold |
1,102
| – | – | 0.04% | 231 |
|
|
2024
Q3 | $55.7K | Buy |
+1,102
| New | +$55.7K | 0.04% | 241 |
|
|
2024
Q2 | – | Sell |
-1,102
| Closed | -$48.9K | – | 417 |
|
|
2024
Q1 | $48.9K | Buy |
+1,102
| New | +$48.9K | 0.04% | 266 |
|
|
2023
Q3 | – | Sell |
-6,602
| Closed | -$273K | – | 113 |
|
|
2023
Q2 | $273K | Sell |
6,602
-6,695
| -50% | -$277K | 0.29% | 83 |
|
|
2023
Q1 | $560K | Sell |
13,297
-81,147
| -86% | -$3.42M | 0.62% | 46 |
|
|
2022
Q4 | $4.14M | Sell |
94,444
-1,025
| -1% | -$44.9K | 4.71% | 2 |
|
|
2022
Q3 | $4.21M | Buy |
+95,469
| New | +$4.21M | 4.85% | 2 |
|
|
2022
Q2 | – | Sell |
-702
| Closed | -$33K | – | 440 |
|
|
2022
Q1 | $33K | Hold |
702
| – | – | 0.03% | 318 |
|
|
2021
Q4 | $32K | Buy |
+702
| New | +$32K | 0.03% | 329 |
|