Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $121K | Hold |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $168K | Hold |
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|
2020
Q1 | $159K | Hold |
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|
2019
Q4 | $152K | Hold |
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|
2019
Q3 | $149K | Hold |
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|
2019
Q2 | $152K | Hold |
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|
2019
Q1 | $151K | Buy |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $91K | Hold |
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|
2018
Q1 | $92K | Hold |
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|
2017
Q4 | $89K | Hold |
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|
2017
Q3 | $86K | Hold |
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|
2017
Q2 | $82K | Hold |
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|
2017
Q1 | $82K | Sell |
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|
2016
Q4 | $177K | Hold |
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|
2016
Q3 | $176K | Hold |
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|
2016
Q2 | $174K | Buy |
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|
2016
Q1 | $137K | Sell |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $110K | Sell |
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|
2015
Q2 | $441K | Buy |
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|
2015
Q1 | $258K | Sell |
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|
2014
Q4 | $1.77M | Buy |
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