HCWM
Harrison & Co Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $2.26M | Buy |
100,515
+2,361
| +2% | +$53.2K | 2.19% | 12 |
|
2022
Q3 | $2.15M | Sell |
98,154
-6,235
| -6% | -$136K | 2.28% | 14 |
|
2022
Q2 | $2.32M | Buy |
104,389
+5,778
| +6% | +$128K | 2.2% | 14 |
|
2022
Q1 | $2.41M | Buy |
98,611
+7,341
| +8% | +$179K | 2.11% | 14 |
|
2021
Q4 | $2.34M | Buy |
+91,270
| New | +$2.34M | 1.97% | 14 |
|