JPLA
Joseph P. Lucia & Associates’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-313
| Closed | -$6K | – | 438 |
|
2021
Q3 | $6K | Hold |
313
| – | – | ﹤0.01% | 427 |
|
2021
Q2 | $6K | Hold |
313
| – | – | ﹤0.01% | 432 |
|
2021
Q1 | $6K | Buy |
+313
| New | +$6K | ﹤0.01% | 411 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 367 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 502 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 499 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 487 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 476 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 467 |
|