Marietta Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,486
| Closed | -$213K | – | 124 |
|
|
2017
Q4 | $213K | Sell |
8,486
-2,419
| -22% | -$60.7K | 0.12% | 109 |
|
|
2017
Q3 | $276K | Hold |
10,905
| – | – | 0.15% | 105 |
|
|
2017
Q2 | $277K | Hold |
10,905
| – | – | 0.17% | 106 |
|
|
2017
Q1 | $276K | Sell |
10,905
-1,925
| -15% | -$48.7K | 0.18% | 103 |
|
|
2016
Q4 | $323K | Buy |
+12,830
| New | +$323K | 0.26% | 101 |
|