DHJJ Financial Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71 | Hold |
2
| – | – | ﹤0.01% | 949 |
|
|
2025
Q1 | $73 | Hold |
2
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $75 | Hold |
2
| – | – | ﹤0.01% | 870 |
|
|
2024
Q3 | $77 | Hold |
2
| – | – | ﹤0.01% | 849 |
|
|
2024
Q2 | $75 | Hold |
2
| – | – | ﹤0.01% | 805 |
|
|
2024
Q1 | $74 | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $69 | Hold |
2
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $63 | Buy |
+2
| New | +$63 | ﹤0.01% | 783 |
|