Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $220K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $85.8K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $63.1K | Buy |
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|
2023
Q1 | $41.9K | Buy |
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|
2022
Q4 | $26.4K | Buy |
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