AE Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-88,370
| Closed | -$2.01M | – | 2053 |
|
|
2023
Q4 | $2.01M | Buy |
88,370
+20,898
| +31% | +$475K | 0.01% | 904 |
|
|
2023
Q3 | $1.52M | Buy |
67,472
+11,747
| +21% | +$264K | 0.01% | 933 |
|
|
2023
Q2 | $1.25M | Sell |
55,725
-1,199
| -2% | -$27K | 0.01% | 1001 |
|
|
2023
Q1 | $1.28M | Buy |
56,924
+6,841
| +14% | +$154K | 0.01% | 953 |
|
|
2022
Q4 | $1.11M | Sell |
50,083
-6,035
| -11% | -$133K | 0.01% | 942 |
|
|
2022
Q3 | $1.21M | Buy |
56,118
+1,225
| +2% | +$26.5K | 0.01% | 876 |
|
|
2022
Q2 | $1.2M | Buy |
54,893
+21,007
| +62% | +$458K | 0.01% | 830 |
|
|
2022
Q1 | $807K | Buy |
+33,886
| New | +$807K | 0.01% | 997 |
|