Wilbanks Smith & Thomas Asset 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
2022
Q3
Sell
2022
Q2
$2.44M Buy
2022
Q1
$2.35M Buy
2021
Q4
$2.53M Sell
2021
Q3
$2.54M Buy
2021
Q2
$2.52M Buy
2015
Q1
Sell
2014
Q4
$1.47M Buy