QWM
QP Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,090
| Closed | -$319K | – | 83 |
|
|
2022
Q3 | $319K | Hold |
8,090
| – | – | 0.46% | 44 |
|
|
2022
Q2 | $357K | Buy |
8,090
+760
| +10% | +$33.5K | 0.49% | 45 |
|
|
2022
Q1 | $346K | Buy |
7,330
+400
| +6% | +$18.9K | 0.39% | 48 |
|
|
2021
Q4 | $314K | Sell |
6,930
-485
| -7% | -$22K | 0.33% | 56 |
|
|
2021
Q3 | $314K | Buy |
7,415
+915
| +14% | +$38.7K | 0.34% | 54 |
|
|
2021
Q2 | $287K | Buy |
+6,500
| New | +$287K | 0.29% | 57 |
|