Connecticut Wealth Management’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 | $390K | Hold |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $382K | Hold |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $899K | Sell |
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|
2023
Q1 | $1.31M | Hold |
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|
2022
Q4 | $1.29M | Buy |
|