SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,927
| Closed | -$262K | – | 746 |
|
|
2024
Q1 | $262K | Buy |
+5,927
| New | +$262K | 0.01% | 447 |
|
|
2023
Q2 | – | Sell |
-16,220
| Closed | -$685K | – | 552 |
|
|
2023
Q1 | $685K | Sell |
16,220
-11,956
| -42% | -$505K | 0.04% | 264 |
|
|
2022
Q4 | $1.23M | Buy |
+28,176
| New | +$1.23M | 0.1% | 134 |
|