Ruggie Capital Group’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-945
| Closed | -$37K | – | 351 |
|
2018
Q1 | $37K | Hold |
945
| – | – | 0.02% | 162 |
|
2017
Q4 | $40K | Hold |
945
| – | – | 0.03% | 151 |
|
2017
Q3 | $39K | Hold |
945
| – | – | 0.03% | 139 |
|
2017
Q2 | $38K | Sell |
945
-1,515
| -62% | -$60.9K | 0.03% | 147 |
|
2017
Q1 | $100K | Buy |
+2,460
| New | +$100K | 0.07% | 87 |
|