Carson Wealth (CWM LLC)’s PGIM Active High Yield Bond ETF PHYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
663
+510
| +333% | +$18.5K | ﹤0.01% | 3803 |
|
|
2025
Q1 | $5K | Buy |
153
+133
| +665% | +$4.35K | ﹤0.01% | 4468 |
|
|
2024
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 4770 |
|
|
2024
Q1 | – | Sell |
-8,273
| Closed | -$288K | – | 4634 |
|
|
2023
Q4 | $288K | Buy |
+8,273
| New | +$288K | ﹤0.01% | 1269 |
|
|
2022
Q2 | – | Sell |
-276
| Closed | -$11K | – | 4006 |
|
|
2022
Q1 | $11K | Buy |
+276
| New | +$11K | ﹤0.01% | 2429 |
|