Orca Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $396K | Hold |
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|
2022
Q4 | $412K | Hold |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $392K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $433K | Hold |
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|
2015
Q4 | $389K | Buy |
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|
2015
Q3 | $353K | Sell |
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|
2015
Q2 | $374K | Buy |
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|
2015
Q1 | $365K | Buy |
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