WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $35.8K | Hold |
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|
2023
Q1 | $36.5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $29.9M | Buy |
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|
2019
Q3 | $28.3M | Buy |
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|
2019
Q2 | $25.9M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $638K | Buy |
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|
2018
Q2 | $595K | Sell |
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|
2018
Q1 | $572K | Sell |
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|
2017
Q4 | $778K | Buy |
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|
2017
Q3 | $665K | Sell |
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|
2017
Q2 | $751K | Buy |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q3 | $4M | Sell |
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|
2016
Q2 | $2.17M | Buy |
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