WealthPLAN Partners’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $821K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $659K | Sell |
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|
2020
Q3 | $671K | Buy |
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|
2020
Q2 | $654K | Sell |
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|
2020
Q1 | $714K | Sell |
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|
2019
Q4 | $783K | Sell |
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|
2019
Q3 | $833K | Buy |
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|
2019
Q2 | $819K | Buy |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $239K | Buy |
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