BWM
BSJJ
BerganKDV Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-170,392
| Closed | -$4.2M | – | 206 |
|
|
2017
Q2 | $4.2M | Buy |
170,392
+1,972
| +1% | +$48.6K | 1.19% | 15 |
|
|
2017
Q1 | $4.13M | Buy |
168,420
+17,085
| +11% | +$418K | 1.23% | 14 |
|
|
2016
Q4 | $3.65M | Buy |
151,335
+608
| +0.4% | +$14.7K | 1.22% | 14 |
|
|
2016
Q3 | $3.66M | Buy |
150,727
+47,597
| +46% | +$1.15M | 1.26% | 14 |
|
|
2016
Q2 | $2.44M | Buy |
103,130
+61,251
| +146% | +$1.45M | 1.04% | 19 |
|
|
2016
Q1 | $969K | Buy |
+41,879
| New | +$969K | 0.58% | 51 |
|