B. Riley Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,193
| Closed | -$277K | – | 1157 |
|
|
2024
Q3 | $277K | Buy |
12,193
+23
| +0.2% | +$522 | 0.01% | 995 |
|
|
2024
Q2 | $269K | Sell |
12,170
-138
| -1% | -$3.05K | 0.01% | 1084 |
|
|
2024
Q1 | $263K | Buy |
12,308
+2,866
| +30% | +$61.3K | 0.01% | 1109 |
|
|
2023
Q4 | $211K | Sell |
9,442
-2,866
| -23% | -$64.1K | 0.01% | 1230 |
|
|
2023
Q3 | $263K | Buy |
12,308
+1,850
| +18% | +$39.6K | 0.01% | 1109 |
|
|
2023
Q2 | $226K | Buy |
+10,458
| New | +$226K | 0.01% | 1287 |
|