Insight Wealth Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,691
| Closed | -$604K | – | 77 |
|
|
2023
Q3 | $604K | Hold |
25,691
| – | – | 0.12% | 43 |
|
|
2023
Q2 | $604K | Hold |
25,691
| – | – | 0.14% | 46 |
|
|
2023
Q1 | $605K | Hold |
25,691
| – | – | 0.14% | 33 |
|
|
2022
Q4 | $599K | Hold |
25,691
| – | – | 0.45% | 31 |
|
|
2022
Q3 | $586K | Hold |
25,691
| – | – | 0.55% | 31 |
|
|
2022
Q2 | $589K | Sell |
25,691
-2,117
| -8% | -$48.5K | 0.44% | 34 |
|
|
2022
Q1 | $682K | Hold |
27,808
| – | – | 0.38% | 35 |
|
|
2021
Q4 | $703K | Hold |
27,808
| – | – | 0.13% | 36 |
|
|
2021
Q3 | $704K | Hold |
27,808
| – | – | 0.38% | 32 |
|
|
2021
Q2 | $708K | Hold |
27,808
| – | – | 0.38% | 31 |
|
|
2021
Q1 | $704K | Hold |
27,808
| – | – | 0.35% | 29 |
|
|
2020
Q4 | $706K | Buy |
27,808
+4,435
| +19% | +$113K | 0.43% | 30 |
|
|
2020
Q3 | $573K | Sell |
23,373
-242
| -1% | -$5.93K | 0.55% | 33 |
|
|
2020
Q2 | $566K | Sell |
23,615
-395
| -2% | -$9.47K | 0.58% | 23 |
|
|
2020
Q1 | $539K | Hold |
24,010
| – | – | 0.7% | 25 |
|
|
2019
Q4 | $628K | Buy |
+24,010
| New | +$628K | 0.62% | 26 |
|