HB 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 | $930K | Buy |
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|
2025
Q2 | $813K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $443K | Hold |
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|
2022
Q1 | $474K | Hold |
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|
2021
Q4 | $455K | Buy |
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