LWA
BSJO
Lineweaver Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-9,235
| Closed | -$222K | – | 101 |
|
2020
Q3 | $222K | Sell |
9,235
-3,597
| -28% | -$86.5K | 0.1% | 83 |
|
2020
Q2 | $300K | Sell |
12,832
-562
| -4% | -$13.1K | 0.15% | 63 |
|
2020
Q1 | $297K | Buy |
13,394
+116
| +0.9% | +$2.57K | 0.19% | 54 |
|
2019
Q4 | $338K | Buy |
+13,278
| New | +$338K | 0.19% | 46 |
|