RFWA
BSJM
RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-113,209
| Closed | -$2.51M | – | 102 |
|
|
2022
Q3 | $2.51M | Sell |
113,209
-1,051
| -0.9% | -$23.3K | 1.32% | 32 |
|
|
2022
Q2 | $2.52M | Sell |
114,260
-1,334
| -1% | -$29.4K | 1.5% | 28 |
|
|
2022
Q1 | $2.65M | Buy |
115,594
+6,872
| +6% | +$157K | 1.13% | 30 |
|
|
2021
Q4 | $2.53M | Buy |
108,722
+3,686
| +4% | +$85.6K | 1% | 33 |
|
|
2021
Q3 | $2.44M | Buy |
105,036
+9,645
| +10% | +$224K | 1.03% | 34 |
|
|
2021
Q2 | $2.23M | Buy |
+95,391
| New | +$2.23M | 0.9% | 40 |
|
|
2020
Q4 | $1.93M | Buy |
82,503
+2,117
| +3% | +$49.4K | 0.91% | 37 |
|
|
2020
Q3 | $1.84M | Buy |
80,386
+5,391
| +7% | +$123K | 0.96% | 32 |
|
|
2020
Q2 | $1.67M | Buy |
+74,995
| New | +$1.67M | 1.02% | 34 |
|