OneDigital Investment Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-119,196
| Closed | -$2.71M | – | 1537 |
|
2024
Q3 | $2.71M | Buy |
119,196
+2,410
| +2% | +$54.8K | 0.03% | 368 |
|
2024
Q2 | $2.65M | Buy |
116,786
+52,995
| +83% | +$1.2M | 0.03% | 357 |
|
2024
Q1 | $1.45M | Buy |
63,791
+44,479
| +230% | +$1.01M | 0.02% | 407 |
|
2023
Q4 | $439K | Buy |
19,312
+8,175
| +73% | +$186K | 0.01% | 767 |
|
2023
Q3 | $250K | Buy |
11,137
+1,826
| +20% | +$41.1K | 0.01% | 860 |
|
2023
Q2 | $209K | Buy |
+9,311
| New | +$209K | ﹤0.01% | 948 |
|