Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
5,100
| – | – | 0.04% | 300 |
|
|
2025
Q1 | $256K | Hold |
5,100
| – | – | 0.05% | 280 |
|
|
2024
Q4 | $246K | Hold |
5,100
| – | – | 0.04% | 284 |
|
|
2024
Q3 | $258K | Buy |
5,100
+2,550
| +100% | +$129K | 0.05% | 275 |
|
|
2024
Q2 | $113K | Hold |
2,550
| – | – | 0.05% | 263 |
|
|
2024
Q1 | $113K | Sell |
2,550
-200
| -7% | -$8.88K | 0.05% | 257 |
|
|
2023
Q4 | $117K | Hold |
2,750
| – | – | 0.06% | 246 |
|
|
2023
Q3 | $108K | Hold |
2,750
| – | – | 0.06% | 244 |
|
|
2023
Q2 | $114K | Buy |
+2,750
| New | +$114K | 0.06% | 234 |
|
|
2022
Q4 | $134K | Hold |
3,050
| – | – | 0.09% | 195 |
|
|
2022
Q3 | $119K | Hold |
3,050
| – | – | 0.09% | 192 |
|
|
2022
Q2 | $135K | Hold |
3,050
| – | – | 0.09% | 199 |
|
|
2022
Q1 | $144K | Hold |
3,050
| – | – | 0.08% | 211 |
|
|
2021
Q4 | $138K | Buy |
+3,050
| New | +$138K | 0.07% | 228 |
|