Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50K | Sell |
1,040
-6,767
| -87% | -$325K | 0.04% | 213 |
|
|
2024
Q3 | $394K | Sell |
7,807
-731
| -9% | -$36.9K | 0.11% | 167 |
|
|
2024
Q2 | $379K | Buy |
8,538
+1,050
| +14% | +$46.6K | 0.11% | 160 |
|
|
2024
Q1 | $332K | Sell |
7,488
-6,135
| -45% | -$272K | 0.1% | 176 |
|
|
2023
Q4 | $577K | Sell |
13,623
-6,868
| -34% | -$291K | 0.19% | 103 |
|
|
2023
Q3 | $803K | Buy |
+20,491
| New | +$803K | 0.29% | 75 |
|
|
2023
Q1 | $1.62M | Buy |
+38,262
| New | +$1.62M | 0.62% | 30 |
|
|
2022
Q4 | – | Sell |
-32,509
| Closed | -$1.27M | – | 1016 |
|
|
2022
Q3 | $1.27M | Sell |
32,509
-1,510
| -4% | -$59K | 0.52% | 44 |
|
|
2022
Q2 | $1.5M | Buy |
+34,019
| New | +$1.5M | 0.67% | 37 |
|