WFAG
Wescott Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,289
| Closed | -$330K | – | 164 |
|
|
2022
Q4 | $330K | Sell |
19,289
-36,234
| -65% | -$620K | 0.07% | 115 |
|
|
2022
Q3 | $912K | Sell |
55,523
-22,915
| -29% | -$376K | 0.25% | 55 |
|
|
2022
Q2 | $1.32M | Sell |
78,438
-13,011
| -14% | -$219K | 0.36% | 44 |
|
|
2022
Q1 | $1.68M | Buy |
+91,449
| New | +$1.68M | 0.43% | 39 |
|