Wescott Financial Advisory Group’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$330K Sell
2022
Q3
$912K Sell
2022
Q2
$1.32M Sell
2022
Q1
$1.68M Buy