IWP
BSJL
Insight Wealth Partners’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-29,444
| Closed | -$677K | – | 83 |
|
|
2021
Q3 | $677K | Hold |
29,444
| – | – | 0.36% | 34 |
|
|
2021
Q2 | $678K | Hold |
29,444
| – | – | 0.36% | 33 |
|
|
2021
Q1 | $679K | Hold |
29,444
| – | – | 0.33% | 32 |
|
|
2020
Q4 | $680K | Buy |
29,444
+729
| +3% | +$16.8K | 0.42% | 32 |
|
|
2020
Q3 | $659K | Sell |
28,715
-255
| -0.9% | -$5.85K | 0.63% | 30 |
|
|
2020
Q2 | $657K | Sell |
28,970
-416
| -1% | -$9.43K | 0.67% | 21 |
|
|
2020
Q1 | $651K | Hold |
29,386
| – | – | 0.85% | 21 |
|
|
2019
Q4 | $725K | Buy |
+29,386
| New | +$725K | 0.72% | 22 |
|