Guardian Wealth Advisors (North Carolina)’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 | $65.4K | Hold |
1,375
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $69.1K | Hold |
1,375
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $66.4K | Hold |
1,375
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $69.5K | Hold |
1,375
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $61.1K | Hold |
1,375
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $61.1K | Hold |
1,375
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $58.3K | Hold |
1,375
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $53.9K | Hold |
1,375
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $56.9K | Hold |
1,375
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $58K | Hold |
1,375
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $60.3K | Buy |
1,375
+175
| +15% | +$7.67K | 0.01% | 247 |
|
|
2022
Q3 | $47K | Buy |
+1,200
| New | +$47K | 0.01% | 235 |
|