Lake Hills Wealth Management’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
Q3 | – | Sell |
-99,151
| Closed | -$4.1M | – | 45 |
|
|
2023
Q2 | $4.1M | Sell |
99,151
-51,710
| -34% | -$2.14M | 4.47% | 9 |
|
|
2023
Q1 | $6.37M | Buy |
150,861
+115,368
| +325% | +$4.87M | 6.64% | 3 |
|
|
2022
Q4 | $1.56M | Buy |
+35,493
| New | +$1.56M | 1.55% | 20 |
|
|
2022
Q3 | – | Sell |
-109,856
| Closed | -$4.85M | – | 20 |
|
|
2022
Q2 | $4.85M | Sell |
109,856
-9,083
| -8% | -$401K | 3.59% | 11 |
|
|
2022
Q1 | $5.62M | Buy |
+118,939
| New | +$5.62M | 4.04% | 9 |
|