Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $625K | Buy |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $620K | Hold |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $579K | Sell |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $433K | Sell |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $578K | Hold |
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|
2019
Q3 | $560K | Hold |
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|
2019
Q2 | $553K | Sell |
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|
2019
Q1 | $589K | Buy |
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|
2018
Q4 | $501K | Hold |
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|
2018
Q3 | $543K | Hold |
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|
2018
Q2 | $538K | Hold |
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|
2018
Q1 | $517K | Hold |
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|
2017
Q4 | $556K | Hold |
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|
2017
Q3 | $538K | Hold |
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|
2017
Q2 | $528K | Hold |
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|
2017
Q1 | $531K | Hold |
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|
2016
Q4 | $514K | Hold |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $421K | Hold |
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|
2016
Q1 | $408K | Hold |
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|
2015
Q4 | $367K | Buy |
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