Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.4M | Sell |
47,370
-1,412
| -3% | -$71.4K | 0.44% | 38 |
|
|
2024
Q2 | $2.17M | Sell |
48,782
-8,064
| -14% | -$358K | 0.43% | 33 |
|
|
2024
Q1 | $2.52M | Sell |
56,846
-980
| -2% | -$43.5K | 0.55% | 25 |
|
|
2023
Q4 | $2.45M | Buy |
57,826
+50,438
| +683% | +$2.14M | 0.57% | 23 |
|
|
2023
Q3 | $290K | Sell |
7,388
-1,555
| -17% | -$60.9K | 0.08% | 114 |
|
|
2023
Q2 | $370K | Buy |
+8,943
| New | +$370K | 0.1% | 100 |
|