Westside Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Buy |
991
+431
| +77% | +$20.6K | 0.01% | 467 |
|
|
2025
Q1 | $28.1K | Hold |
560
| – | – | 0.01% | 494 |
|
|
2024
Q4 | $27.1K | Hold |
560
| – | – | 0.01% | 508 |
|
|
2024
Q3 | $28.3K | Hold |
560
| – | – | 0.01% | 501 |
|
|
2024
Q2 | $24.9K | Hold |
560
| – | – | 0.01% | 506 |
|
|
2024
Q1 | $24.9K | Hold |
560
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $23.8K | Hold |
560
| – | – | 0.01% | 472 |
|
|
2023
Q3 | $21.9K | Hold |
560
| – | – | 0.01% | 476 |
|
|
2023
Q2 | $23.2K | Hold |
560
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $23.6K | Hold |
560
| – | – | 0.01% | 475 |
|
|
2022
Q4 | $24 | Hold |
560
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $21 | Hold |
560
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $24 | Hold |
560
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $26 | Hold |
560
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $25 | Hold |
560
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $23 | Sell |
560
-75
| -12% | -$3 | ﹤0.01% | 473 |
|
|
2021
Q2 | $27 | Hold |
635
| – | – | ﹤0.01% | 442 |
|
|
2021
Q1 | $27 | Hold |
635
| – | – | ﹤0.01% | 429 |
|
|
2020
Q4 | $23 | Hold |
635
| – | – | ﹤0.01% | 412 |
|
|
2020
Q3 | $20 | Hold |
635
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $20 | Sell |
635
-75
| -11% | -$2 | ﹤0.01% | 403 |
|
|
2020
Q1 | $21 | Buy |
+710
| New | +$21 | ﹤0.01% | 389 |
|