Squar Milner Financial Services’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
Q2 | – | Sell |
-1,577
| Closed | -$47K | – | 651 |
|
|
2020
Q1 | $47K | Hold |
1,577
| – | – | 0.03% | 359 |
|
|
2019
Q4 | $69K | Buy |
+1,577
| New | +$69K | 0.03% | 382 |
|
|
2019
Q3 | – | Sell |
-1,582
| Closed | -$67K | – | 636 |
|
|
2019
Q2 | $67K | Hold |
1,582
| – | – | 0.05% | 316 |
|
|
2019
Q1 | $67K | Hold |
1,582
| – | – | 0.05% | 292 |
|
|
2018
Q4 | $60K | Hold |
1,582
| – | – | 0.06% | 271 |
|
|
2018
Q3 | $66K | Hold |
1,582
| – | – | 0.06% | 275 |
|
|
2018
Q2 | $65K | Buy |
+1,582
| New | +$65K | 0.06% | 297 |
|