TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Buy |
63
+1
| +2% | +$32 | ﹤0.01% | 645 |
|
|
2020
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $3K | Buy |
62
+1
| +2% | +$48 | ﹤0.01% | 651 |
|
|
2019
Q3 | $3K | Buy |
61
+1
| +2% | +$49 | ﹤0.01% | 620 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 740 |
|
|
2018
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 751 |
|