Sowell Financial Services’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 | $215K | Sell |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $219K | Buy |
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