United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $735K | Buy |
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|
2017
Q4 | $474K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $937K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.71M | Sell |
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|
2016
Q2 | $9.69M | Sell |
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|
2016
Q1 | $13.3M | Buy |
|