Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-232
| Closed | -$11.2K | – | 331 |
|
|
2024
Q4 | $11.2K | Hold |
232
| – | – | ﹤0.01% | 264 |
|
|
2024
Q3 | $11.7K | Hold |
232
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $10.3K | Hold |
232
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $10.3K | Hold |
232
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $9.84K | Buy |
+232
| New | +$9.84K | ﹤0.01% | 220 |
|
|
2020
Q4 | – | Sell |
-327
| Closed | -$11K | – | 175 |
|
|
2020
Q3 | $11K | Buy |
+327
| New | +$11K | 0.01% | 169 |
|