McLean Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $968K | Hold |
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|
2025
Q2 | $956K | Buy |
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|
2025
Q1 | $862K | Hold |
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|
2024
Q4 | $939K | Hold |
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|
2024
Q3 | $977K | Hold |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $840K | Hold |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $955K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $247K | Buy |
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