Sterling Financial Planning’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
2021
Q4
Sell
-2,252
Closed -$95K 353
2021
Q3
$95K Hold
2,252
0.06% 131
2021
Q2
$99K Hold
2,252
0.06% 117
2021
Q1
$97K Buy
2,252
+118
+6% +$5.08K 0.07% 108
2020
Q4
$80K Buy
+2,134
New +$80K 0.06% 115