Carson Wealth (CWM LLC)’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Sell |
1,965
-2,626
| -57% | -$60.1K | ﹤0.01% | 3358 |
|
|
2025
Q1 | $106K | Buy |
4,591
+2,165
| +89% | +$50K | ﹤0.01% | 2376 |
|
|
2024
Q4 | $56K | Sell |
2,426
-20,566
| -89% | -$475K | ﹤0.01% | 2710 |
|
|
2024
Q3 | $532K | Sell |
22,992
-112,371
| -83% | -$2.6M | ﹤0.01% | 1290 |
|
|
2024
Q2 | $3.1M | Sell |
135,363
-54,331
| -29% | -$1.24M | 0.01% | 526 |
|
|
2024
Q1 | $4.35M | Sell |
189,694
-71,877
| -27% | -$1.65M | 0.02% | 445 |
|
|
2023
Q4 | $5.95M | Sell |
261,571
-25,638
| -9% | -$583K | 0.03% | 362 |
|
|
2023
Q3 | $6.46M | Buy |
287,209
+1,632
| +0.6% | +$36.7K | 0.04% | 315 |
|
|
2023
Q2 | $6.44M | Buy |
285,577
+37,762
| +15% | +$852K | 0.04% | 299 |
|
|
2023
Q1 | $5.57M | Buy |
247,815
+10,127
| +4% | +$228K | 0.04% | 302 |
|
|
2022
Q4 | $5.26M | Buy |
237,688
+124,385
| +110% | +$2.75M | 0.04% | 297 |
|
|
2022
Q3 | $2.46M | Buy |
113,303
+102,722
| +971% | +$2.23M | 0.02% | 393 |
|
|
2022
Q2 | $232K | Buy |
+10,581
| New | +$232K | ﹤0.01% | 982 |
|