L.M. Kohn & Company’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 | $1.19M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $999K | Sell |
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|
2024
Q3 | $2.46M | Buy |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $873K | Buy |
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|
2023
Q4 | $834K | Buy |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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