Atria Investments’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5.92M | Sell |
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|
2014
Q2 | $5.91M | Buy |
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|
2014
Q1 | $5.05M | Buy |
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|
2013
Q4 | $4.12M | Buy |
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|
2013
Q3 | $3.6M | Buy |
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