WealthSource Partners’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
2020
Q1
Sell
-5,174
Closed -$228K 415
2019
Q4
$228K Sell
5,174
-1,400
-21% -$61.7K 0.03% 372
2019
Q3
$280K Hold
6,574
0.04% 340
2019
Q2
$277K Buy
+6,574
New +$277K 0.04% 352