KOC
BSJO
Koss-Olinger Consulting’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 |
-20,764
| Closed | -$472K | – | 299 |
|
|
2024
Q3 | $472K | Buy |
20,764
+621
| +3% | +$14.1K | 0.04% | 170 |
|
|
2024
Q2 | $458K | Buy |
+20,143
| New | +$458K | 0.04% | 154 |
|
|
2024
Q1 | – | Sell |
-19,707
| Closed | -$448K | – | 335 |
|
|
2023
Q4 | $448K | Buy |
19,707
+6,051
| +44% | +$138K | 0.04% | 164 |
|
|
2023
Q3 | $307K | Buy |
13,656
+3,573
| +35% | +$80.3K | 0.05% | 184 |
|
|
2023
Q2 | $227K | Buy |
+10,083
| New | +$227K | 0.03% | 233 |
|