Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $824K | Sell |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $915K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $756K | Sell |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $1.75M | Buy |
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|
2014
Q3 | $966K | Sell |
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|
2014
Q2 | $1.16M | Sell |
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|
2014
Q1 | $1.36M | Sell |
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|
2013
Q4 | $1.63M | Buy |
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|
2013
Q3 | $1.38M | Buy |
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|
2013
Q2 | $745K | Buy |
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