Novare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,888
| Closed | -$232K | – | 155 |
|
|
2018
Q1 | $232K | Buy |
5,888
+502
| +9% | +$19.8K | 0.04% | 143 |
|
|
2017
Q4 | $229K | Buy |
5,386
+1
| +0% | +$43 | 0.04% | 144 |
|
|
2017
Q3 | $221K | Buy |
5,385
+126
| +2% | +$5.17K | 0.04% | 146 |
|
|
2017
Q2 | $212K | Hold |
5,259
| – | – | 0.05% | 119 |
|
|
2017
Q1 | $213K | Buy |
+5,259
| New | +$213K | 0.05% | 115 |
|