TrueWealth Advisors’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 | $677K | Sell |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $951K | Sell |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $7.1M | Sell |
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|
2023
Q1 | $13.6M | Sell |
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|
2022
Q4 | $15.8M | Buy |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $7.96M | Hold |
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|
2021
Q4 | $7.96M | Sell |
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|
2021
Q3 | $7.53M | Sell |
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|
2021
Q2 | $7.97M | Buy |
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|
2021
Q1 | $6.89M | Buy |
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|
2020
Q4 | $4.78M | Buy |
|