MWA
BSJM
Meridian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$274K | – | 186 |
|
|
2020
Q3 | $274K | Hold |
12,000
| – | – | 0.12% | 135 |
|
|
2020
Q2 | $268K | Hold |
12,000
| – | – | 0.12% | 130 |
|
|
2020
Q1 | $260K | Sell |
12,000
-2,500
| -17% | -$54.2K | 0.14% | 114 |
|
|
2019
Q4 | $355K | Hold |
14,500
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $353K | Buy |
14,500
+2,500
| +21% | +$60.9K | 0.15% | 113 |
|
|
2019
Q2 | $294K | Buy |
+12,000
| New | +$294K | 0.21% | 97 |
|
|
2019
Q1 | – | Sell |
-8,000
| Closed | -$186K | – | 421 |
|
|
2018
Q4 | $186K | Buy |
+8,000
| New | +$186K | 0.14% | 124 |
|