J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $353K | Sell |
9,007
-2,500
| -22% | -$98K | ﹤0.01% | 1397 |
|
|
2023
Q2 | $476K | Buy |
11,507
+1,726
| +18% | +$71.4K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $413K | Sell |
9,781
-147,035
| -94% | -$6.21M | ﹤0.01% | 1549 |
|
|
2022
Q4 | $6.87M | Buy |
156,816
+297
| +0.2% | +$13K | 0.02% | 506 |
|
|
2022
Q3 | $6.12M | Sell |
156,519
-587,290
| -79% | -$23M | 0.02% | 509 |
|
|
2022
Q2 | $32.8M | Buy |
743,809
+737,713
| +12,102% | +$32.6M | 0.08% | 218 |
|
|
2022
Q1 | $288K | Sell |
6,096
-389
| -6% | -$18.4K | ﹤0.01% | 1763 |
|
|
2021
Q4 | $294K | Buy |
6,485
+1,015
| +19% | +$46K | ﹤0.01% | 1753 |
|
|
2021
Q3 | $232K | Buy |
+5,470
| New | +$232K | ﹤0.01% | 1790 |
|