Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,315
| Closed | -$231K | – | 31 |
|
|
2018
Q1 | $231K | Sell |
9,315
-20,465
| -69% | -$508K | 0.2% | 22 |
|
|
2017
Q4 | $770K | Sell |
29,780
-4,400
| -13% | -$114K | 0.65% | 19 |
|
|
2017
Q3 | $887K | Sell |
34,180
-7,600
| -18% | -$197K | 0.74% | 19 |
|
|
2017
Q2 | $1.07M | Buy |
41,780
+1,730
| +4% | +$44.1K | 0.92% | 18 |
|
|
2017
Q1 | $1.02M | Buy |
40,050
+27,850
| +228% | +$706K | 0.92% | 19 |
|
|
2016
Q4 | $310K | Buy |
+12,200
| New | +$310K | 0.29% | 24 |
|