United Capital Financial Advisors’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60,744
| Closed | -$1.07M | – | 1368 |
|
|
2018
Q4 | $1.07M | Sell |
60,744
-7,583
| -11% | -$134K | 0.01% | 697 |
|
|
2018
Q3 | $1.27M | Buy |
68,327
+6,211
| +10% | +$115K | 0.01% | 713 |
|
|
2018
Q2 | $1.14M | Sell |
62,116
-970
| -2% | -$17.7K | 0.01% | 735 |
|
|
2018
Q1 | $1.17M | Sell |
63,086
-16,918
| -21% | -$313K | 0.01% | 738 |
|
|
2017
Q4 | $1.52M | Sell |
80,004
-6,852
| -8% | -$130K | 0.01% | 667 |
|
|
2017
Q3 | $1.66M | Buy |
86,856
+70,699
| +438% | +$1.35M | 0.01% | 626 |
|
|
2017
Q2 | $307K | Buy |
16,157
+4,030
| +33% | +$76.6K | ﹤0.01% | 1066 |
|
|
2017
Q1 | $228K | Buy |
+12,127
| New | +$228K | ﹤0.01% | 1147 |
|