Invesco S&p 500 High Div, Low V equities shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Invesco S&p 500 High Div, Low V equities
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Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20k | 451 | 44.40 |
| 2023-12-31 | $19k | 451 | 42.41 |
| 2023-09-30 | $18k | 451 | 39.19 |
| 2023-06-30 | $26k | 611 | 41.79 |
| 2023-03-31 | $26k | 611 | 42.20 |
| 2022-12-31 | $109k | 2.8k | 38.98 |
| 2022-09-30 | $109k | 2.8k | 38.98 |
| 2022-06-30 | $123k | 2.8k | 43.99 |
| 2022-03-31 | $75k | 1.6k | 47.41 |
| 2021-12-31 | $72k | 1.6k | 45.51 |
| 2021-09-30 | $67k | 1.6k | 42.35 |
| 2021-03-31 | $93k | 2.2k | 43.06 |
| 2019-06-30 | $151k | 3.6k | 42.07 |
| 2019-03-31 | $413k | 9.7k | 42.48 |
| 2018-12-31 | $136k | 3.6k | 38.16 |
| 2018-09-30 | $148k | 3.6k | 41.53 |
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