Family Capital 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 | $886K | Sell |
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2025
Q2 | $840K | Sell |
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2025
Q1 | $914K | Sell |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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