Concert Wealth Management’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,620
| Closed | -$215K | – | 106 |
|
|
2017
Q2 | $215K | Buy |
+11,620
| New | +$215K | 0.21% | 135 |
|
|
2016
Q4 | – | Sell |
-9,818
| Closed | -$185K | – | 794 |
|
|
2016
Q3 | $185K | Buy |
+9,818
| New | +$185K | 0.02% | 661 |
|
|
2016
Q1 | – | Sell |
-10,275
| Closed | -$178K | – | 698 |
|
|
2015
Q4 | $178K | Buy |
+10,275
| New | +$178K | 0.02% | 606 |
|