SWA
Sutton Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.2K | Hold |
1,178
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $48.7K | Hold |
1,178
| – | – | 0.02% | 227 |
|
|
2023
Q1 | $49.7K | Hold |
1,178
| – | – | 0.03% | 204 |
|
|
2022
Q4 | $51.6K | Hold |
1,178
| – | – | 0.02% | 383 |
|
|
2022
Q3 | $46.1K | Hold |
1,178
| – | – | 0.02% | 393 |
|
|
2022
Q2 | $52K | Hold |
1,178
| – | – | 0.02% | 372 |
|
|
2022
Q1 | $55.6K | Hold |
1,178
| – | – | 0.02% | 372 |
|
|
2021
Q4 | $53.3K | Hold |
1,178
| – | – | 0.02% | 388 |
|
|
2021
Q3 | $49.9K | Hold |
1,178
| – | – | 0.02% | 393 |
|
|
2021
Q2 | $51.9K | Hold |
1,178
| – | – | 0.02% | 397 |
|
|
2021
Q1 | $50.5K | Hold |
1,178
| – | – | 0.02% | 388 |
|
|
2020
Q4 | $44.3K | Hold |
1,178
| – | – | 0.02% | 396 |
|
|
2020
Q3 | $38.9K | Hold |
1,178
| – | – | 0.02% | 355 |
|
|
2020
Q2 | $38.8K | Hold |
1,178
| – | – | 0.02% | 358 |
|
|
2020
Q1 | $35.4K | Hold |
1,178
| – | – | 0.02% | 339 |
|
|
2019
Q4 | $51.9K | Hold |
1,178
| – | – | 0.03% | 300 |
|
|
2019
Q3 | $50.2K | Hold |
1,178
| – | – | 0.03% | 305 |
|
|
2019
Q2 | $49.6K | Buy |
+1,178
| New | +$49.6K | 0.03% | 305 |
|