Lifeworks Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
19,096
+3,934
| +26% | +$187K | 0.14% | 135 |
|
|
2025
Q1 | $762K | Hold |
15,162
| – | – | 0.13% | 147 |
|
|
2024
Q4 | $732K | Hold |
15,162
| – | – | 0.13% | 139 |
|
|
2024
Q3 | $767K | Sell |
15,162
-1,386
| -8% | -$70.1K | 0.15% | 136 |
|
|
2024
Q2 | $735K | Hold |
16,548
| – | – | 0.2% | 106 |
|
|
2024
Q1 | $735K | Sell |
16,548
-292
| -2% | -$13K | 0.21% | 106 |
|
|
2023
Q4 | $714K | Sell |
16,840
-603
| -3% | -$25.6K | 0.25% | 93 |
|
|
2023
Q3 | $684K | Buy |
+17,443
| New | +$684K | 0.27% | 99 |
|