SWM
Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,582
| Closed | -$43K | – | 845 |
|
|
2022
Q2 | $43K | Buy |
+2,582
| New | +$43K | 0.01% | 304 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$1K | – | 708 |
|
|
2020
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $1K | Sell |
52
-255
| -83% | -$4.9K | ﹤0.01% | 659 |
|
|
2019
Q4 | $6K | Buy |
+307
| New | +$6K | ﹤0.01% | 523 |
|