LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13K | Hold |
390
| – | – | 0.01% | 387 |
|
|
2020
Q2 | $13K | Hold |
390
| – | – | 0.01% | 392 |
|
|
2020
Q1 | $12K | Sell |
390
-310
| -44% | -$9.54K | 0.01% | 381 |
|
|
2019
Q4 | $31K | Buy |
700
+163
| +30% | +$7.22K | 0.01% | 297 |
|
|
2019
Q3 | $23K | Hold |
537
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $23K | Sell |
537
-198
| -27% | -$8.48K | 0.01% | 329 |
|
|
2019
Q1 | $31K | Hold |
735
| – | – | 0.02% | 296 |
|
|
2018
Q4 | $28K | Buy |
735
+292
| +66% | +$11.1K | 0.02% | 294 |
|
|
2018
Q3 | $18K | Hold |
443
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $18K | Buy |
443
+396
| +843% | +$16.1K | 0.01% | 341 |
|
|
2018
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 477 |
|