LifePlan Financial Group’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13K | Hold |
476
| – | – | 0.01% | 385 |
|
|
2020
Q2 | $13K | Hold |
476
| – | – | 0.01% | 389 |
|
|
2020
Q1 | $12K | Sell |
476
-463
| -49% | -$11.7K | 0.01% | 380 |
|
|
2019
Q4 | $25K | Hold |
939
| – | – | 0.01% | 322 |
|
|
2019
Q3 | $25K | Sell |
939
-114
| -11% | -$3.04K | 0.01% | 318 |
|
|
2019
Q2 | $27K | Hold |
1,053
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $27K | Hold |
1,053
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $26K | Hold |
1,053
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $26K | Sell |
1,053
-721
| -41% | -$17.8K | 0.01% | 313 |
|
|
2018
Q2 | $44K | Hold |
1,774
| – | – | 0.02% | 257 |
|
|
2018
Q1 | $44K | Buy |
+1,774
| New | +$44K | 0.03% | 244 |
|