Keystone Financial Group (Kentucky)’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
2023
Q4
Sell
-173,858
Closed -$6.81M 315
2023
Q3
$6.81M Buy
173,858
+6,660
+4% +$261K 1.14% 19
2023
Q2
$6.91M Buy
+167,198
New +$6.91M 1.18% 18
2022
Q4
$6.14M Buy
+140,058
New +$6.14M 1.21% 17