MFT
Moisand Fitzgerald Tamayo’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52K | Hold |
53
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $2.66K | Sell |
53
-499
| -90% | -$25.1K | ﹤0.01% | 474 |
|
|
2024
Q4 | $26.7K | Hold |
552
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $27.9K | Buy |
552
+499
| +942% | +$25.2K | ﹤0.01% | 243 |
|
|
2024
Q2 | $2.36K | Sell |
53
-21
| -28% | -$933 | ﹤0.01% | 483 |
|
|
2024
Q1 | $3.29K | Sell |
74
-19
| -20% | -$844 | ﹤0.01% | 437 |
|
|
2023
Q4 | $3.95K | Sell |
93
-30
| -24% | -$1.27K | ﹤0.01% | 450 |
|
|
2023
Q3 | $4.82K | Sell |
123
-2,234
| -95% | -$87.6K | ﹤0.01% | 435 |
|
|
2023
Q2 | $97.5K | Hold |
2,357
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $99.5K | Buy |
+2,357
| New | +$99.5K | 0.02% | 124 |
|