Geneos Wealth Management’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3K | Sell |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.04M | Buy |
|
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.89M | Buy |
|
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|
2023
Q3 | $39.6K | Sell |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $342K | Buy |
|
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|
2022
Q4 | $317K | Sell |
|
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.86M | Buy |
|
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|
2021
Q4 | $951K | Buy |
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|
2021
Q3 | $954K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $89K | Hold |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $159K | Buy |
|
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|
2019
Q3 | $145K | Buy |
|
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|
2019
Q2 | $119K | Buy |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $35K | Buy |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $21K | Buy |
|