RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.09M | Hold |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $791 | Buy |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $744K | Buy |
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