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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
15,299
-1,825
| -11% | -$86.8K | 0.09% | 178 |
|
|
2025
Q1 | $860K | Sell |
17,124
-596
| -3% | -$29.9K | 0.13% | 139 |
|
|
2024
Q4 | $856K | Buy |
+17,720
| New | +$856K | 0.13% | 133 |
|
|
2020
Q4 | – | Sell |
-4,070
| Closed | -$134K | – | 395 |
|
|
2020
Q3 | $134K | Buy |
+4,070
| New | +$134K | 0.04% | 235 |
|
|
2020
Q2 | – | Sell |
-20,059
| Closed | -$602K | – | 778 |
|
|
2020
Q1 | $602K | Buy |
+20,059
| New | +$602K | 0.27% | 66 |
|
|
2019
Q4 | – | Sell |
-21,906
| Closed | -$934K | – | 781 |
|
|
2019
Q3 | $934K | Sell |
21,906
-1,204
| -5% | -$51.3K | 0.31% | 62 |
|
|
2019
Q2 | $973K | Sell |
23,110
-999
| -4% | -$42.1K | 0.31% | 66 |
|
|
2019
Q1 | $1.02M | Buy |
+24,109
| New | +$1.02M | 0.34% | 59 |
|