Carson Wealth (CWM LLC)’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,681
| Closed | -$44K | – | 3764 |
|
|
2021
Q4 | $44K | Buy |
+1,681
| New | +$44K | ﹤0.01% | 1625 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2947 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3158 |
|