WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $12.1M | Sell |
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|
2024
Q3 | $13.4M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $33K | Sell |
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|
2017
Q3 | $5.02M | Sell |
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|
2017
Q2 | $5.09M | Sell |
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|
2017
Q1 | $5.3M | Sell |
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|
2016
Q4 | $5.31M | Buy |
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|
2016
Q3 | $5.1M | Sell |
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|
2016
Q2 | $5.24M | Buy |
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|
2016
Q1 | $5.06M | Buy |
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