IHT Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,250
| Closed | -$203K | – | 1196 |
|
|
2025
Q1 | $203K | Buy |
+6,250
| New | +$203K | 0.01% | 1033 |
|
|
2023
Q3 | – | Sell |
-7,600
| Closed | -$216K | – | 1023 |
|
|
2023
Q2 | $216K | Sell |
7,600
-2,255
| -23% | -$64.2K | 0.01% | 852 |
|
|
2023
Q1 | $278K | Sell |
9,855
-2,045
| -17% | -$57.7K | 0.02% | 726 |
|
|
2022
Q4 | $347K | Buy |
+11,900
| New | +$347K | 0.02% | 600 |
|