Joseph P. Lucia & Associates’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 | $266K | Hold |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $577K | Buy |
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