Carson Wealth (CWM LLC)’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $10K | Hold |
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2025
Q2 | $9K | Sell |
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2025
Q1 | $71K | Buy |
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2024
Q4 | $71K | Sell |
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2024
Q3 | $75K | Buy |
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2024
Q2 | $72K | Sell |
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2024
Q1 | $84K | Sell |
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2023
Q4 | $4.76M | Sell |
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2023
Q3 | $4.59M | Sell |
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2023
Q2 | $6.83M | Sell |
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2023
Q1 | $7.8M | Sell |
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2022
Q4 | $17.2M | Sell |
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2022
Q3 | $21.9M | Buy |
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2022
Q2 | $19.2M | Buy |
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2022
Q1 | $17.4M | Buy |
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2021
Q4 | $18.1M | Buy |
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2021
Q2 | $4.41M | Hold |
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2021
Q1 | $4.41M | Hold |
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2020
Q4 | $4.41M | Hold |
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2020
Q3 | $4.41M | Hold |
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2020
Q2 | $4.41M | Hold |
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2020
Q1 | $4.41M | Hold |
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2019
Q4 | $4.41M | Hold |
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2019
Q3 | $4.41M | Hold |
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2019
Q2 | $4.41M | Hold |
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2019
Q1 | $4.41M | Buy |
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