LFPWM
BSJL
Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-106,069
| Closed | -$2.61M | – | 38 |
|
|
2018
Q2 | $2.61M | Sell |
106,069
-423,258
| -80% | -$10.4M | 2.22% | 12 |
|
|
2018
Q1 | $13M | Sell |
529,327
-214,451
| -29% | -$5.26M | 11.23% | 4 |
|
|
2017
Q4 | $18.6M | Buy |
743,778
+19,449
| +3% | +$487K | 15.63% | 3 |
|
|
2017
Q3 | $18.2M | Buy |
724,329
+511,863
| +241% | +$12.9M | 15.17% | 3 |
|
|
2017
Q2 | $5.32M | Buy |
212,466
+41,974
| +25% | +$1.05M | 4.59% | 9 |
|
|
2017
Q1 | $4.25M | Buy |
170,492
+51,569
| +43% | +$1.28M | 3.86% | 9 |
|
|
2016
Q4 | $2.95M | Buy |
+118,923
| New | +$2.95M | 2.73% | 10 |
|