David Kennon Inc SPHD Holdings History
David Kennon Inc's Invesco S&P 500 High Dividend Low Volatility ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 64,414.00 shares of Invesco S&P 500 High Dividend Low Volatility ETF(SPHD), totaling $3.24 Mil. This investment constitutes 1.29% of their stock portfolio, and David Kennon Inc now holds 0.09% of the outstanding Invesco S&P 500 High Dividend Low Volatility ETF(SPHD) stock.
The initial trade took place in 2022Q4. And since then David Kennon Inc has made 3 purchases of SPHD, at an average price of $42.57, for a total of 258,891.00 shares. In addition, there have been 6 sales at an average price of $43.02 for 194,477.00 shares. Based on historical transaction data and SPHD's current price of $48.67, David Kennon Inc's estimated gain on his SPHD holdings is $481,057.93, reflecting a 4.36% gain to date.
David Kennon Inc SPHD ($48.67) Holding Chart
David Kennon Inc 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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