Second Half Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
8,115
| – | – | 0.18% | 54 |
|
|
2025
Q1 | $408K | Sell |
8,115
-412
| -5% | -$20.7K | 0.2% | 55 |
|
|
2024
Q4 | $412K | Sell |
8,527
-334
| -4% | -$16.1K | 0.2% | 63 |
|
|
2024
Q3 | $448K | Hold |
8,861
| – | – | 0.24% | 60 |
|
|
2024
Q2 | $394K | Buy |
8,861
+225
| +3% | +$10K | 0.32% | 28 |
|
|
2024
Q1 | $383K | Buy |
8,636
+412
| +5% | +$18.3K | 0.17% | 49 |
|
|
2023
Q4 | $349K | Hold |
8,224
| – | – | 0.17% | 38 |
|
|
2023
Q3 | $322K | Sell |
8,224
-695
| -8% | -$27.2K | 0.16% | 32 |
|
|
2023
Q2 | $369K | Buy |
8,919
+649
| +8% | +$26.8K | 0.08% | 115 |
|
|
2023
Q1 | $349K | Sell |
8,270
-294
| -3% | -$12.4K | 0.21% | 27 |
|
|
2022
Q4 | $389K | Hold |
8,564
| – | – | 0.25% | 31 |
|
|
2022
Q3 | $335K | Buy |
+8,564
| New | +$335K | 0.42% | 26 |
|