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Kerntke Otto McGlone Wealth Management Group’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
Q1
Sell
-8,671
Closed -$380K 112
2022
Q4
$380K Sell
8,671
-2,220
-20% -$97.3K 0.44% 40
2022
Q3
$426K Sell
10,891
-2,922
-21% -$114K 0.64% 32
2022
Q2
$610K Buy
+13,813
New +$610K 0.91% 25