Clarus Wealth Advisors’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,585
| Closed | -$49K | – | 441 |
|
2019
Q2 | $49K | Hold |
2,585
| – | – | 0.04% | 272 |
|
2019
Q1 | $48K | Sell |
2,585
-364
| -12% | -$6.76K | 0.04% | 302 |
|
2018
Q4 | $52K | Hold |
2,949
| – | – | 0.08% | 254 |
|
2018
Q3 | $55K | Sell |
2,949
-1,780
| -38% | -$33.2K | 0.04% | 282 |
|
2018
Q2 | $88K | Buy |
+4,729
| New | +$88K | 0.07% | 214 |
|