MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $21K | Sell |
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|
2015
Q4 | $46K | Sell |
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|
2015
Q3 | $51K | Sell |
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|
2015
Q2 | $57K | Sell |
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|
2015
Q1 | $916K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $945K | Buy |
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|
2014
Q2 | $875K | Buy |
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|
2014
Q1 | $809K | Buy |
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|
2013
Q4 | $473K | Sell |
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|
2013
Q3 | $498K | Buy |
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|
2013
Q2 | $58K | Buy |
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