Sound Income Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-994
| Closed | -$42.2K | – | 1441 |
|
2023
Q4 | $42.2K | Buy |
+994
| New | +$42.2K | ﹤0.01% | 439 |
|
2021
Q3 | – | Sell |
-100
| Closed | -$4K | – | 901 |
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 643 |
|
2021
Q1 | $4.29K | Hold |
100
| – | – | ﹤0.01% | 646 |
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 601 |
|
2019
Q2 | – | Sell |
-200
| Closed | -$8K | – | 763 |
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
2018
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 373 |
|