PWM
PHDG icon

PRW Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

PRW Wealth Management’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39,036
Closed -$1.39M – 236
2021
Q2 		$1.39M Buy
+39,036
New +$1.39M 0.41% 72