Heritage Wealth Management (Arizona)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-858
| Closed | -$19K | – | 1112 |
|
|
2022
Q3 | $19K | Hold |
858
| – | – | 0.01% | 547 |
|
|
2022
Q2 | $18.9K | Hold |
858
| – | – | 0.01% | 548 |
|
|
2022
Q1 | $20K | Buy |
+858
| New | +$20K | 0.01% | 607 |
|
|
2021
Q3 | $45K | Sell |
1,930
-425
| -18% | -$9.91K | 0.02% | 459 |
|
|
2021
Q2 | $55K | Hold |
2,355
| – | – | 0.02% | 444 |
|
|
2021
Q1 | $55K | Buy |
+2,355
| New | +$55K | 0.03% | 363 |
|