Moneywise Inc’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
2020 Q1	–	Sell	-4,171	Closed	-$178K	–	46
2019 Q4	$178K	Buy	+4,171	New	+$179K	0.13%	37
2019 Q3	–	Sell	-4,837	Closed	-$204K	–	42
2019 Q2	$204K	Sell	4,837 -10,274	-68%	-$432K	0.16%	40
2019 Q1	$596K	Buy	15,111 +8,053	+114%	+$332K	0.51%	20
2018 Q4	$270K	Sell	7,058 -1,200	-15%	-$48.5K	0.26%	29
2018 Q3	$342K	Sell	8,258 -5,582	-40%	-$232K	0.29%	28
2018 Q2	$568K	Sell	13,840 -1,271	-8%	-$50.9K	0.49%	20
2018 Q1	$596K	Sell	15,111 -2,999	-17%	-$122K	0.49%	20
2017 Q4	$768K	Buy	18,110 +136	+0.8%	+$5.7K	0.57%	20
2017 Q3	$737K	Sell	17,974 -30	-0.2%	-$1.21K	0.58%	19
2017 Q2	$724K	Buy	18,004 +742	+4%	+$29.8K	0.62%	18
2017 Q1	$699K	Sell	17,262 -2,236	-11%	-$89.8K	0.63%	19
2016 Q4	$764K	Sell	19,498 -1,371	-7%	-$52.6K	0.76%	19
2016 Q3	$812K	Buy	+20,869	New	+$817K	0.86%	17