FFW
Fusion Family Wealth’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 | $2.39M | Sell |
115,610
-2,894
| -2% | -$59.8K | 0.2% | 20 |
|
2025
Q1 | $2.45M | Hold |
118,504
| – | – | 0.23% | 20 |
|
2024
Q4 | $2.45M | Sell |
118,504
-1,000
| -0.8% | -$20.7K | 0.22% | 20 |
|
2024
Q3 | $2.47M | Buy |
119,504
+8,944
| +8% | +$185K | 0.23% | 20 |
|
2024
Q2 | $2.26M | Sell |
110,560
-1,469
| -1% | -$30K | 0.23% | 20 |
|
2024
Q1 | $2.29M | Sell |
112,029
-15,065
| -12% | -$308K | 0.24% | 20 |
|
2023
Q4 | $2.6M | Hold |
127,094
| – | – | 0.29% | 19 |
|
2023
Q3 | $2.56M | Buy |
127,094
+19,945
| +19% | +$401K | 0.32% | 19 |
|
2023
Q2 | $2.16M | Sell |
107,149
-23,964
| -18% | -$482K | 0.26% | 20 |
|
2023
Q1 | $2.66M | Buy |
131,113
+7,440
| +6% | +$151K | 0.34% | 18 |
|
2022
Q4 | $2.49M | Buy |
+123,673
| New | +$2.49M | 0.34% | 18 |
|