United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $794K | Buy |
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|
2020
Q3 | $791K | Buy |
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|
2020
Q2 | $742K | Buy |
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|
2020
Q1 | $700K | Buy |
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|
2019
Q4 | $663K | Buy |
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|
2019
Q3 | $648K | Buy |
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|
2019
Q2 | $661K | Buy |
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|
2019
Q1 | $654K | Buy |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $688K | Buy |
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|
2018
Q2 | $647K | Buy |
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|
2018
Q1 | $652K | Buy |
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|
2017
Q4 | $625K | Buy |
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|
2017
Q3 | $597K | Buy |
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|
2017
Q2 | $580K | Hold |
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|
2017
Q1 | $571K | Buy |
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|
2016
Q4 | $538K | Buy |
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|
2016
Q3 | $534K | Buy |
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|
2016
Q2 | $534K | Buy |
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|
2016
Q1 | $555K | Sell |
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|
2015
Q4 | $556K | Sell |
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|
2015
Q3 | $1.06M | Sell |
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|
2015
Q2 | $10.1M | Sell |
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|
2015
Q1 | $10.6M | Buy |
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|
2014
Q4 | $10.8M | Buy |
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|
2014
Q3 | $5.17M | Buy |
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