Olistico Wealth’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 | $151K | Buy |
3,173
+4
| +0.1% | +$190 | 0.08% | 108 |
|
|
2025
Q1 | $159K | Buy |
3,169
+3
| +0.1% | +$151 | 0.1% | 109 |
|
|
2024
Q4 | $153K | Sell |
3,166
-16
| -0.5% | -$773 | 0.09% | 108 |
|
|
2024
Q3 | $161K | Sell |
3,182
-3,179
| -50% | -$161K | 0.1% | 106 |
|
|
2024
Q2 | $283K | Sell |
6,361
-200
| -3% | -$8.89K | 0.18% | 87 |
|
|
2024
Q1 | $291K | Sell |
6,561
-305
| -4% | -$13.5K | 0.21% | 89 |
|
|
2023
Q4 | $291K | Buy |
6,866
+44
| +0.6% | +$1.87K | 0.23% | 85 |
|
|
2023
Q3 | $267K | Sell |
6,822
-1,172
| -15% | -$45.9K | 0.24% | 85 |
|
|
2023
Q2 | $331K | Sell |
7,994
-2,184
| -21% | -$90.3K | 0.28% | 85 |
|
|
2023
Q1 | $430K | Sell |
10,178
-909
| -8% | -$38.4K | 0.41% | 61 |
|
|
2022
Q4 | $486K | Buy |
+11,087
| New | +$486K | 0.53% | 54 |
|