LW
BSJM
Linscomb Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,900
| Closed | -$201K | – | 282 |
|
|
2017
Q3 | $201K | Hold |
7,900
| – | – | 0.02% | 256 |
|
|
2017
Q2 | $201K | Hold |
7,900
| – | – | 0.02% | 241 |
|
|
2017
Q1 | $200K | Buy |
+7,900
| New | +$200K | 0.02% | 238 |
|
|
2015
Q4 | – | Sell |
-24,187
| Closed | -$566K | – | 267 |
|
|
2015
Q3 | $566K | Sell |
24,187
-1,961
| -7% | -$45.9K | 0.07% | 143 |
|
|
2015
Q2 | $647K | Sell |
26,148
-1,462
| -5% | -$36.2K | 0.07% | 138 |
|
|
2015
Q1 | $692K | Sell |
27,610
-1,967
| -7% | -$49.3K | 0.07% | 138 |
|
|
2014
Q4 | $721K | Buy |
+29,577
| New | +$721K | 0.08% | 133 |
|