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Signature Estate & Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Signature Estate & Investment Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,438
Closed -$400K – 196
2023
Q4 		$400K Hold
9,438
– – 0.01% 135
2023
Q3 		$370K Hold
9,438
– – 0.01% 134
2023
Q2 		$390K Hold
9,438
– – 0.01% 136
2023
Q1 		$398K Hold
9,438
– – 0.01% 129
2022
Q4 		$414K Buy
+9,438
New +$414K 0.01% 130