Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $772K | Sell |
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|
2023
Q1 | $930K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $85K | Sell |
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|
2018
Q2 | $106K | Sell |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $197K | Buy |
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|
2017
Q3 | $165K | Buy |
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|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $126K | Buy |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $58.8K | Buy |
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|
2016
Q2 | $45.4K | Buy |
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|
2016
Q1 | $35.7K | Buy |
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