Steward Partners Investment Advisory’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 | $4.46K | Hold |
|
|||||
|
2025
Q2 | $4.43K | Hold |
|
|||||
|
2025
Q1 | $4.33K | Sell |
|
|||||
|
2024
Q4 | $6.92K | Hold |
|
|||||
|
2024
Q3 | $7.1K | Buy |
|
|||||
|
2024
Q2 | $5.12K | Hold |
|
|||||
|
2024
Q1 | $5.17K | Hold |
|
|||||
|
2023
Q4 | $5.17K | Sell |
|
|||||
|
2023
Q3 | $215K | Hold |
|
|||||
|
2023
Q2 | $221K | Sell |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $244K | Hold |
|
|||||
|
2022
Q3 | $234K | Buy |
|
|||||
|
2022
Q2 | $213K | Sell |
|
|||||
|
2022
Q1 | $246K | Hold |
|
|||||
|
2021
Q4 | $260K | Hold |
|
|||||
|
2021
Q3 | $260K | Sell |
|
|||||
|
2021
Q2 | $264K | Sell |
|
|||||
|
2021
Q1 | $338K | Buy |
|
|||||
|
2020
Q4 | $279K | Sell |
|
|||||
|
2020
Q3 | $302K | Buy |
|
|||||
|
2020
Q2 | $288K | Buy |
|
|||||
|
2020
Q1 | $262K | Sell |
|
|||||
|
2019
Q4 | $409K | Hold |
|
|||||
|
2019
Q3 | $405K | Sell |
|
|||||
|
2019
Q2 | $429K | Buy |
|
|||||
|
2019
Q1 | $392K | Sell |
|
|||||
|
2018
Q4 | $428K | Buy |
|
|||||
|
2018
Q3 | $97K | Buy |
|