Horizons Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-99,114
| Closed | -$2.25M | – | 172 |
|
|
2024
Q3 | $2.25M | Sell |
99,114
-901
| -0.9% | -$20.5K | 1.73% | 18 |
|
|
2024
Q2 | $2.27M | Sell |
100,015
-31,391
| -24% | -$714K | 1.8% | 18 |
|
|
2024
Q1 | $2.98M | Hold |
131,406
| – | – | 1.96% | 17 |
|
|
2023
Q4 | $2.98M | Buy |
131,406
+6,781
| +5% | +$154K | 1.96% | 17 |
|
|
2023
Q3 | $2.8M | Buy |
124,625
+55,494
| +80% | +$1.25M | 2.04% | 16 |
|
|
2023
Q2 | $1.55M | Buy |
69,131
+1,730
| +3% | +$38.8K | 1.1% | 19 |
|
|
2023
Q1 | $1.51M | Buy |
67,401
+15,543
| +30% | +$349K | 1.11% | 21 |
|
|
2022
Q4 | $1.15M | Buy |
51,858
+34,436
| +198% | +$762K | 0.92% | 22 |
|
|
2022
Q3 | $377K | Buy |
17,422
+675
| +4% | +$14.6K | 0.35% | 32 |
|
|
2022
Q2 | $381K | Buy |
+16,747
| New | +$381K | 0.31% | 38 |
|