Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,115
| Closed | -$546K | – | 32 |
|
|
2018
Q1 | $546K | Sell |
21,115
-27,578
| -57% | -$713K | 0.47% | 18 |
|
|
2017
Q4 | $1.3M | Sell |
48,693
-4,400
| -8% | -$117K | 1.09% | 16 |
|
|
2017
Q3 | $1.42M | Sell |
53,093
-7,600
| -13% | -$204K | 1.18% | 16 |
|
|
2017
Q2 | $1.62M | Buy |
60,693
+8,095
| +15% | +$216K | 1.39% | 17 |
|
|
2017
Q1 | $1.4M | Buy |
52,598
+41,700
| +383% | +$1.11M | 1.27% | 18 |
|
|
2016
Q4 | $290K | Buy |
+10,898
| New | +$290K | 0.27% | 26 |
|