Axxcess Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,515
| Closed | -$289K | – | 659 |
|
|
2022
Q3 | $289K | Hold |
8,515
| – | – | 0.03% | 409 |
|
|
2022
Q2 | $278K | Sell |
8,515
-1,780
| -17% | -$58.1K | 0.03% | 411 |
|
|
2022
Q1 | $372K | Buy |
10,295
+1,008
| +11% | +$36.4K | 0.03% | 420 |
|
|
2021
Q4 | $354K | Buy |
+9,287
| New | +$354K | 0.03% | 436 |
|