AmeriServ Wealth Advisors SPHD Holdings History
AmeriServ Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF Holding Summary
As of 2025-03-31, AmeriServ Wealth Advisors held - shares of Invesco S&P 500 High Dividend Low Volatility ETF(SPHD), totaling N/A. This investment constitutes 0% of their stock portfolio, and AmeriServ Wealth Advisors now holds 0% of the outstanding Invesco S&P 500 High Dividend Low Volatility ETF(SPHD) stock.
The initial trade took place in 2022Q2. And since then AmeriServ Wealth Advisors has made 2 purchases of SPHD, at an average price of $48.95, for a total of 104,334.00 shares. In addition, there have been 6 sales at an average price of $47.75 for 104,334.00 shares. Based on historical transaction data and SPHD's current price of $48.67, AmeriServ Wealth Advisors's estimated gain on his SPHD holdings is $-124,437.67, reflecting a -2.44% gain to date.
AmeriServ Wealth Advisors SPHD ($48.67) Holding Chart
AmeriServ Wealth Advisors SPHD ($48.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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