WealthPlan Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.8M | Buy |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $5.46M | Buy |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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