IWP
BSJM
Insight Wealth Partners’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,637
| Closed | -$629K | – | 64 |
|
|
2022
Q3 | $629K | Hold |
28,637
| – | – | 0.59% | 30 |
|
|
2022
Q2 | $631K | Sell |
28,637
-2,255
| -7% | -$49.7K | 0.47% | 32 |
|
|
2022
Q1 | $708K | Hold |
30,892
| – | – | 0.39% | 33 |
|
|
2021
Q4 | $718K | Buy |
30,892
+1,207
| +4% | +$28.1K | 0.13% | 35 |
|
|
2021
Q3 | $690K | Hold |
29,685
| – | – | 0.37% | 33 |
|
|
2021
Q2 | $693K | Hold |
29,685
| – | – | 0.37% | 32 |
|
|
2021
Q1 | $693K | Hold |
29,685
| – | – | 0.34% | 30 |
|
|
2020
Q4 | $693K | Buy |
29,685
+4,796
| +19% | +$112K | 0.42% | 31 |
|
|
2020
Q3 | $569K | Sell |
24,889
-447
| -2% | -$10.2K | 0.54% | 34 |
|
|
2020
Q2 | $565K | Sell |
25,336
-232
| -0.9% | -$5.17K | 0.58% | 24 |
|
|
2020
Q1 | $554K | Hold |
25,568
| – | – | 0.72% | 24 |
|
|
2019
Q4 | $625K | Buy |
+25,568
| New | +$625K | 0.62% | 27 |
|