Herold Advisors’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 | $294K | Buy |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $314K | Buy |
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