Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
15,427
| – | – | 0.03% | 416 |
|
|
2025
Q1 | $279K | Buy |
+15,427
| New | +$279K | 0.04% | 392 |
|
|
2022
Q3 | – | Sell |
-1,950
| Closed | -$33K | – | 1518 |
|
|
2022
Q2 | $33K | Hold |
1,950
| – | – | 0.01% | 866 |
|
|
2022
Q1 | $36K | Hold |
1,950
| – | – | 0.01% | 884 |
|
|
2021
Q4 | $38K | Hold |
1,950
| – | – | 0.01% | 976 |
|
|
2021
Q3 | $38K | Buy |
1,950
+1,167
| +149% | +$22.7K | 0.01% | 968 |
|
|
2021
Q2 | $15K | Hold |
783
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q1 | $15K | Buy |
+783
| New | +$15K | ﹤0.01% | 1216 |
|