WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,579
| Closed | -$27.6K | – | 900 |
|
|
2023
Q2 | $27.6K | Hold |
1,579
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $27.6K | Buy |
+1,579
| New | +$27.6K | ﹤0.01% | 663 |
|
|
2016
Q3 | $27.5K | Sell |
1,460
-1,300
| -47% | -$24.5K | 0.01% | 424 |
|
|
2016
Q2 | $26.9K | Buy |
+2,760
| New | +$26.9K | ﹤0.01% | 1230 |
|
|
2015
Q4 | $259K | Buy |
+44,122
| New | +$259K | 0.04% | 226 |
|
|
2015
Q2 | $307K | Sell |
16,460
-19,035
| -54% | -$355K | 0.13% | 76 |
|
|
2015
Q1 | $674K | Buy |
+35,495
| New | +$674K | 0.31% | 59 |
|