Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-646
| Closed | -$29K | – | 869 |
|
|
2022
Q2 | $29K | Buy |
+646
| New | +$29K | 0.02% | 498 |
|
|
2022
Q1 | – | Sell |
-646
| Closed | -$29K | – | 804 |
|
|
2021
Q4 | $29K | Sell |
646
-60
| -8% | -$2.69K | 0.01% | 493 |
|
|
2021
Q3 | $30K | Buy |
+706
| New | +$30K | 0.01% | 485 |
|
|
2021
Q2 | – | Sell |
-1,458
| Closed | -$63K | – | 656 |
|
|
2021
Q1 | $63K | Buy |
+1,458
| New | +$63K | 0.04% | 304 |
|
|
2020
Q1 | – | Sell |
-1,497
| Closed | -$66K | – | 534 |
|
|
2019
Q4 | $66K | Buy |
+1,497
| New | +$66K | 0.05% | 226 |
|