Lee Financial Group Hawaii’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
2023
Q2
Sell
2023
Q1
$982K Sell
2022
Q4
$1.06M Buy
2022
Q3
$925 Buy
2022
Q2
$966K Buy
2022
Q1
$652 Buy
2021
Q4
$563K Sell
2021
Q3
$539K Buy
2021
Q2
$539K Buy