PIA
Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,063
| Closed | -$260K | – | 76 |
|
|
2018
Q1 | $260K | Sell |
14,063
-47,835
| -77% | -$884K | 0.2% | 69 |
|
|
2017
Q4 | $1.17M | Buy |
61,898
+5,420
| +10% | +$103K | 0.9% | 28 |
|
|
2017
Q3 | $1.08M | Buy |
56,478
+5,005
| +10% | +$95.5K | 0.93% | 29 |
|
|
2017
Q2 | $979K | Buy |
51,473
+5,145
| +11% | +$97.9K | 0.84% | 37 |
|
|
2017
Q1 | $871K | Buy |
46,328
+8,890
| +24% | +$167K | 0.8% | 39 |
|
|
2016
Q4 | $703K | Buy |
37,438
+2,360
| +7% | +$44.3K | 0.69% | 45 |
|
|
2016
Q3 | $662K | Buy |
35,078
+2,400
| +7% | +$45.3K | 0.65% | 45 |
|
|
2016
Q2 | $601K | Sell |
32,678
-60
| -0.2% | -$1.1K | 0.61% | 47 |
|
|
2016
Q1 | $583K | Buy |
32,738
+535
| +2% | +$9.53K | 0.58% | 48 |
|
|
2015
Q4 | $562K | Buy |
32,203
+15,085
| +88% | +$263K | 0.59% | 49 |
|
|
2015
Q3 | $305K | Buy |
17,118
+2,880
| +20% | +$51.3K | 0.32% | 84 |
|
|
2015
Q2 | $266K | Buy |
14,238
+7,910
| +125% | +$148K | 0.2% | 107 |
|
|
2015
Q1 | $120K | Buy |
6,328
+6,103
| +2,712% | +$116K | 0.09% | 152 |
|
|
2014
Q4 | $4K | Buy |
225
+120
| +114% | +$2.13K | ﹤0.01% | 325 |
|
|
2014
Q3 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 359 |
|