Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-317
| Closed | -$10K | – | 1306 |
|
|
2023
Q4 | $10K | Buy |
317
+2
| +0.6% | +$63 | ﹤0.01% | 763 |
|
|
2023
Q3 | $9.84K | Buy |
+315
| New | +$9.84K | ﹤0.01% | 795 |
|
|
2023
Q1 | $10K | Buy |
+313
| New | +$10K | ﹤0.01% | 811 |
|
|
2022
Q4 | – | Sell |
-30,457
| Closed | -$1.04M | – | 883 |
|
|
2022
Q3 | $1.04M | Buy |
+30,457
| New | +$1.04M | 0.43% | 53 |
|