Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-606
| Closed | -$50K | – | 1068 |
|
|
2023
Q4 | $50K | Buy |
606
+1
| +0.2% | +$83 | 0.01% | 629 |
|
|
2023
Q3 | $42K | Hold |
605
| – | – | 0.01% | 649 |
|
|
2023
Q2 | $46K | Hold |
605
| – | – | 0.01% | 651 |
|
|
2023
Q1 | $42K | Hold |
605
| – | – | 0.01% | 661 |
|
|
2022
Q4 | $38K | Hold |
605
| – | – | 0.01% | 601 |
|
|
2022
Q3 | $35K | Hold |
605
| – | – | 0.01% | 613 |
|
|
2022
Q2 | $35K | Buy |
+605
| New | +$35K | 0.01% | 537 |
|