Treasure Coast Financial Planning’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
Q2
Sell
-12,032
Closed -$435K 36
2022
Q1
$435K Buy
12,032
+3,522
+41% +$127K 0.33% 25
2021
Q4
$324K Buy
+8,510
New +$324K 0.25% 28