SOA Wealth Advisors’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67.9K | Buy |
|
|||||
|
2025
Q2 | $66.9K | Buy |
|
|||||
|
2025
Q1 | $65K | Sell |
|
|||||
|
2024
Q4 | $65.9K | Buy |
|
|||||
|
2024
Q3 | $67.1K | Sell |
|
|||||
|
2024
Q2 | $70.2K | Buy |
|
|||||
|
2024
Q1 | $70.3K | Buy |
|
|||||
|
2023
Q4 | $69.9K | Buy |
|
|||||
|
2023
Q3 | $65.3K | Sell |
|
|||||
|
2023
Q2 | $92.1K | Sell |
|
|||||
|
2023
Q1 | $264K | Sell |
|
|||||
|
2022
Q4 | $290K | Sell |
|
|||||
|
2022
Q3 | $293K | Sell |
|
|||||
|
2022
Q2 | $321K | Sell |
|
|||||
|
2022
Q1 | $1.03M | Sell |
|
|||||
|
2021
Q4 | $1.22M | Sell |
|
|||||
|
2021
Q3 | $1.4M | Sell |
|
|||||
|
2021
Q2 | $1.48M | Sell |
|
|||||
|
2021
Q1 | $2.21M | Sell |
|
|||||
|
2020
Q4 | $2.23M | Buy |
|