B. Riley Wealth Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9,236
| Closed | -$203K | – | 1623 |
|
2022
Q3 | $203K | Buy |
+9,236
| New | +$203K | 0.01% | 1224 |
|
2022
Q1 | – | Sell |
-25,120
| Closed | -$584K | – | 1535 |
|
2021
Q4 | $584K | Sell |
25,120
-1,150
| -4% | -$26.7K | 0.02% | 734 |
|
2021
Q3 | $611K | Sell |
26,270
-1,750
| -6% | -$40.7K | 0.02% | 695 |
|
2021
Q2 | $655K | Buy |
28,020
+10,300
| +58% | +$241K | 0.02% | 660 |
|
2021
Q1 | $414K | Buy |
+17,720
| New | +$414K | 0.01% | 830 |
|