GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-970
| Closed | -$32K | – | 605 |
|
|
2020
Q2 | $32K | Buy |
970
+100
| +11% | +$3.3K | 0.01% | 226 |
|
|
2020
Q1 | $26K | Buy |
870
+650
| +295% | +$19.4K | 0.01% | 229 |
|
|
2019
Q4 | $10K | Sell |
220
-15
| -6% | -$682 | ﹤0.01% | 356 |
|
|
2019
Q3 | $10K | Hold |
235
| – | – | ﹤0.01% | 330 |
|
|
2019
Q2 | $10K | Sell |
235
-70
| -23% | -$2.98K | ﹤0.01% | 372 |
|
|
2019
Q1 | $13K | Buy |
305
+130
| +74% | +$5.54K | 0.01% | 350 |
|
|
2018
Q4 | $7K | Buy |
+175
| New | +$7K | ﹤0.01% | 446 |
|