PDS Planning’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
Q3 | $204K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $192K | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $590K | Sell |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $681K | Buy |
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|
2019
Q4 | $940K | Sell |
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|
2019
Q3 | $912K | Sell |
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|
2019
Q2 | $945K | Sell |
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|
2019
Q1 | $961K | Sell |
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|
2018
Q4 | $940K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.46M | Buy |
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