Regal Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-13,950
| Closed | -$343K | – | 530 |
|
2021
Q4 | $343K | Buy |
13,950
+900
| +7% | +$22.1K | 0.03% | 398 |
|
2021
Q3 | $321K | Buy |
13,050
+900
| +7% | +$22.1K | 0.03% | 403 |
|
2021
Q2 | $300K | Buy |
+12,150
| New | +$300K | 0.03% | 423 |
|
2021
Q1 | – | Sell |
-9,390
| Closed | -$230K | – | 69 |
|
2020
Q4 | $230K | Buy |
+9,390
| New | +$230K | 0.03% | 419 |
|