IWP
BSJO
Insight Wealth Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,049
| Closed | -$660K | – | 103 |
|
|
2024
Q3 | $660K | Hold |
29,049
| – | – | 0.13% | 57 |
|
|
2024
Q2 | $660K | Sell |
29,049
-4,459
| -13% | -$101K | 0.11% | 49 |
|
|
2024
Q1 | $762K | Sell |
33,508
-935
| -3% | -$21.3K | 0.13% | 39 |
|
|
2023
Q4 | $782K | Sell |
34,443
-1,957
| -5% | -$44.5K | 0.14% | 35 |
|
|
2023
Q3 | $818K | Sell |
36,400
-22,375
| -38% | -$503K | 0.16% | 30 |
|
|
2023
Q2 | $1.32M | Buy |
58,775
+32,012
| +120% | +$720K | 0.31% | 21 |
|
|
2023
Q1 | $601K | Hold |
26,763
| – | – | 0.13% | 34 |
|
|
2022
Q4 | $592K | Hold |
26,763
| – | – | 0.44% | 32 |
|
|
2022
Q3 | $579K | Hold |
26,763
| – | – | 0.55% | 33 |
|
|
2022
Q2 | $583K | Sell |
26,763
-2,219
| -8% | -$48.3K | 0.44% | 35 |
|
|
2022
Q1 | $690K | Hold |
28,982
| – | – | 0.38% | 34 |
|
|
2021
Q4 | $724K | Hold |
28,982
| – | – | 0.14% | 34 |
|
|
2021
Q3 | $726K | Hold |
28,982
| – | – | 0.39% | 31 |
|
|
2021
Q2 | $729K | Hold |
28,982
| – | – | 0.39% | 30 |
|
|
2021
Q1 | $724K | Hold |
28,982
| – | – | 0.36% | 28 |
|
|
2020
Q4 | $722K | Buy |
28,982
+4,512
| +18% | +$112K | 0.44% | 29 |
|
|
2020
Q3 | $590K | Sell |
24,470
-254
| -1% | -$6.12K | 0.56% | 32 |
|
|
2020
Q2 | $580K | Sell |
24,724
-414
| -2% | -$9.71K | 0.6% | 22 |
|
|
2020
Q1 | $558K | Hold |
25,138
| – | – | 0.73% | 23 |
|
|
2019
Q4 | $641K | Buy |
+25,138
| New | +$641K | 0.64% | 25 |
|