PIWA
Prevail Innovative Wealth Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
54,756
+9,225
| +20% | +$213K | 0.28% | 117 |
|
2025
Q1 | $1.05M | Sell |
45,531
-99,193
| -69% | -$2.29M | 0.28% | 104 |
|
2024
Q4 | $3.34M | Buy |
144,724
+5,551
| +4% | +$128K | 0.97% | 38 |
|
2024
Q3 | $3.22M | Buy |
139,173
+6,645
| +5% | +$154K | 0.98% | 33 |
|
2024
Q2 | $3.04M | Buy |
132,528
+19,568
| +17% | +$448K | 1.07% | 26 |
|
2024
Q1 | $2.59M | Buy |
112,960
+8,399
| +8% | +$193K | 0.96% | 25 |
|
2023
Q4 | $2.38M | Sell |
104,561
-13,416
| -11% | -$305K | 1.13% | 32 |
|
2023
Q3 | $2.65M | Buy |
+117,977
| New | +$2.65M | 1.38% | 22 |
|