SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Hold |
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2025
Q1 | $854K | Hold |
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|
2024
Q4 | $822K | Hold |
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|
2024
Q3 | $860K | Hold |
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|
2024
Q2 | $756K | Hold |
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|
2024
Q1 | $755K | Hold |
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|
2023
Q4 | $721K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $2.23M | Hold |
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|
2019
Q2 | $2.22M | Sell |
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|
2019
Q1 | $2.5M | Buy |
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|
2018
Q4 | $1.85M | Sell |
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|
2018
Q3 | $2.19M | Sell |
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|
2018
Q2 | $2.32M | Hold |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.41M | Sell |
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|
2017
Q3 | $2.34M | Hold |
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|
2017
Q2 | $2.3M | Hold |
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|
2017
Q1 | $2.31M | Buy |
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|
2016
Q4 | $1.79M | Hold |
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|
2016
Q3 | $1.78M | Buy |
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