Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-429
| Closed | -$14K | – | 1494 |
|
|
2022
Q2 | $14K | Hold |
429
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $16K | Hold |
429
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $16K | Hold |
429
| – | – | ﹤0.01% | 701 |
|
|
2021
Q3 | $15K | Hold |
429
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $15K | Buy |
+429
| New | +$15K | ﹤0.01% | 689 |
|