Sax Wealth Advisors’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
2023 Q3	–	Sell	-5,000	Closed	-$207K	–	183
2023 Q2	$207K	Hold	5,000	–	–	0.04%	164
2023 Q1	$211K	Buy	+5,000	New	+$211K	0.05%	165