AWM
BSJM
AE Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-126,476
| Closed | -$2.78M | – | 1936 |
|
|
2022
Q3 | $2.78M | Sell |
126,476
-1,424
| -1% | -$31.3K | 0.02% | 595 |
|
|
2022
Q2 | $2.82M | Buy |
127,900
+45,747
| +56% | +$1.01M | 0.02% | 557 |
|
|
2022
Q1 | $1.88M | Buy |
+82,153
| New | +$1.88M | 0.01% | 717 |
|
|
2021
Q1 | – | Sell |
-12,491
| Closed | -$292K | – | 1570 |
|
|
2020
Q4 | $292K | Buy |
12,491
+1,937
| +18% | +$45.3K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $241K | Sell |
10,554
-606,523
| -98% | -$13.8M | ﹤0.01% | 1110 |
|
|
2020
Q2 | $13.8M | Buy |
617,077
+75,349
| +14% | +$1.68M | 0.21% | 113 |
|
|
2020
Q1 | $11.7M | Buy |
541,728
+400,710
| +284% | +$8.68M | 0.27% | 75 |
|
|
2019
Q4 | $3.45M | Buy |
+141,018
| New | +$3.45M | 0.07% | 237 |
|