FWM
Foguth Wealth Management’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 | $5.71M | Sell |
161,000
-35,687
| -18% | -$1.27M | 1.22% | 23 |
|
2025
Q1 | $6.85M | Buy |
196,687
+111,288
| +130% | +$3.88M | 1.66% | 18 |
|
2024
Q4 | $3.01M | Buy |
85,399
+20,762
| +32% | +$731K | 0.79% | 34 |
|
2024
Q3 | $2.28M | Buy |
64,637
+28,365
| +78% | +$1M | 0.83% | 32 |
|
2024
Q2 | $1.25M | Buy |
+36,272
| New | +$1.25M | 0.55% | 39 |
|