SteelPeak Wealth’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
Q3 | $566K | Sell |
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|
2025
Q2 | $979K | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $3.62M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $576K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.69M | Buy |
|