PFG
Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-61,064
| Closed | -$1.08M | – | 27 |
|
|
2018
Q4 | $1.08M | Buy |
+61,064
| New | +$1.08M | 0.65% | 11 |
|
|
2017
Q3 | – | Sell |
-869,349
| Closed | -$16.4M | – | 31 |
|
|
2017
Q2 | $16.4M | Hold |
869,349
| – | – | 10.52% | 2 |
|
|
2017
Q1 | $16.4M | Sell |
869,349
-57,093
| -6% | -$1.07M | 10.52% | 2 |
|
|
2016
Q4 | $17.4M | Sell |
926,442
-18,083
| -2% | -$340K | 10.68% | 2 |
|
|
2016
Q3 | $17.8M | Buy |
+944,525
| New | +$17.8M | 13.55% | 2 |
|
|
2013
Q4 | – | Sell |
-476,183
| Closed | -$8.96M | – | 155 |
|
|
2013
Q3 | $8.96M | Buy |
+476,183
| New | +$8.96M | 8.12% | 4 |
|