Curi Wealth Management’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$1K | – | 559 |
|
|
2022
Q2 | $1K | Buy |
54
+1
| +2% | +$19 | ﹤0.01% | 588 |
|
|
2022
Q1 | $0 | Hold |
53
| – | – | ﹤0.01% | 620 |
|
|
2021
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 457 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$1K | – | 382 |
|
|
2020
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 368 |
|