Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-546,273
| Closed | -$12.7M | – | 52 |
|
2020
Q3 | $12.7M | Hold |
546,273
| – | – | 9.42% | 5 |
|
2020
Q2 | $12.7M | Buy |
546,273
+117,633
| +27% | +$2.74M | 9.42% | 5 |
|
2020
Q1 | $9.86M | Buy |
428,640
+3,910
| +0.9% | +$89.9K | 8.26% | 5 |
|
2019
Q4 | $10.2M | Buy |
424,730
+18,907
| +5% | +$452K | 7.09% | 6 |
|
2019
Q3 | $9.72M | Buy |
405,823
+17,759
| +5% | +$425K | 7.25% | 5 |
|
2019
Q2 | $9.35M | Sell |
388,064
-57,400
| -13% | -$1.38M | 7.15% | 6 |
|
2019
Q1 | $10.7M | Buy |
+445,464
| New | +$10.7M | 9.15% | 3 |
|