Meridian Wealth Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
13,902
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $320K | Hold |
13,902
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $321K | Hold |
13,902
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $321K | Hold |
13,902
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $318K | Hold |
13,902
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $319K | Hold |
13,902
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $316K | Hold |
13,902
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $313K | Sell |
13,902
-1,600
| -10% | -$36K | 0.08% | 137 |
|
|
2023
Q2 | $350K | Hold |
15,502
| – | – | 0.08% | 133 |
|
|
2023
Q1 | $348K | Hold |
15,502
| – | – | 0.09% | 136 |
|
|
2022
Q4 | $343K | Hold |
15,502
| – | – | 0.09% | 140 |
|
|
2022
Q3 | $337K | Hold |
15,502
| – | – | 0.09% | 141 |
|
|
2022
Q2 | $340K | Hold |
15,502
| – | – | 0.09% | 144 |
|
|
2022
Q1 | $368K | Hold |
15,502
| – | – | 0.09% | 148 |
|
|
2021
Q4 | $381K | Hold |
15,502
| – | – | 0.09% | 142 |
|
|
2021
Q3 | $381K | Hold |
15,502
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $383K | Hold |
15,502
| – | – | 0.11% | 138 |
|
|
2021
Q1 | $381K | Hold |
15,502
| – | – | 0.13% | 127 |
|
|
2020
Q4 | $380K | Buy |
15,502
+5,252
| +51% | +$129K | 0.14% | 123 |
|
|
2020
Q3 | $241K | Hold |
10,250
| – | – | 0.1% | 146 |
|
|
2020
Q2 | $233K | Hold |
10,250
| – | – | 0.11% | 147 |
|
|
2020
Q1 | $218K | Sell |
10,250
-4,250
| -29% | -$90.4K | 0.12% | 127 |
|
|
2019
Q4 | $360K | Buy |
+14,500
| New | +$360K | 0.14% | 111 |
|