JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-231
| Closed | -$4.15K | – | 678 |
|
|
2024
Q2 | $4.15K | Hold |
231
| – | – | ﹤0.01% | 538 |
|
|
2024
Q1 | $4.19K | Hold |
231
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $4.19K | Hold |
231
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $3.95K | Hold |
231
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $4.04K | Buy |
+231
| New | +$4.04K | ﹤0.01% | 561 |
|
|
2016
Q4 | – | Sell |
-148
| Closed | -$3K | – | 1094 |
|
|
2016
Q3 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 1365 |
|