WWM
Wagner Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$14K | – | 595 |
|
|
2021
Q4 | $14K | Hold |
300
| – | – | 0.01% | 452 |
|
|
2021
Q3 | $13K | Hold |
300
| – | – | 0.01% | 438 |
|
|
2021
Q2 | $13K | Hold |
300
| – | – | 0.01% | 459 |
|
|
2021
Q1 | $13K | Hold |
300
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 179 |
|
|
2018
Q3 | $41K | Hold |
1,000
| – | – | 0.03% | 269 |
|
|
2018
Q2 | $41K | Hold |
1,000
| – | – | 0.03% | 250 |
|
|
2018
Q1 | $39K | Hold |
1,000
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.03% | 230 |
|