LFPWM
BSJM
Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,420
| Closed | -$499K | – | 37 |
|
|
2018
Q2 | $499K | Sell |
20,420
-89,019
| -81% | -$2.18M | 0.43% | 20 |
|
|
2018
Q1 | $2.68M | Sell |
109,439
-43,131
| -28% | -$1.06M | 2.32% | 10 |
|
|
2017
Q4 | $3.83M | Sell |
152,570
-2,660
| -2% | -$66.7K | 3.21% | 9 |
|
|
2017
Q3 | $3.93M | Buy |
155,230
+12,324
| +9% | +$312K | 3.27% | 8 |
|
|
2017
Q2 | $3.59M | Buy |
142,906
+26,663
| +23% | +$671K | 3.1% | 13 |
|
|
2017
Q1 | $2.92M | Buy |
116,243
+42,040
| +57% | +$1.06M | 2.66% | 14 |
|
|
2016
Q4 | $1.87M | Buy |
+74,203
| New | +$1.87M | 1.73% | 15 |
|