Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-319,017
| Closed | -$14M | – | 93 |
|
|
2019
Q4 | $14M | Buy |
+319,017
| New | +$14M | 8.21% | 2 |
|
|
2018
Q3 | – | Sell |
-117,965
| Closed | -$4.84M | – | 61 |
|
|
2018
Q2 | $4.84M | Buy |
117,965
+569
| +0.5% | +$23.4K | 4.34% | 5 |
|
|
2018
Q1 | $4.63M | Buy |
117,396
+18,998
| +19% | +$749K | 4.71% | 7 |
|
|
2017
Q4 | $4.18M | Buy |
+98,398
| New | +$4.18M | 6.49% | 4 |
|