Golden State Wealth Management’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 | $693K | Sell |
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|
2025
Q2 | $728K | Sell |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $856K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $934K | Sell |
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|
2019
Q2 | $973K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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