SWM
BSJJ
Sequoia Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-72,923
| Closed | -$1.72M | – | 75 |
|
|
2018
Q4 | $1.72M | Sell |
72,923
-2,565
| -3% | -$60.6K | 1.71% | 14 |
|
|
2018
Q3 | $1.84M | Buy |
75,488
+15,241
| +25% | +$370K | 1.58% | 19 |
|
|
2018
Q2 | $1.46M | Buy |
60,247
+6,935
| +13% | +$168K | 1.55% | 18 |
|
|
2018
Q1 | $1.3M | Buy |
53,312
+4,005
| +8% | +$97.4K | 1.25% | 18 |
|
|
2017
Q4 | $1.21M | Buy |
+49,307
| New | +$1.21M | 1.09% | 23 |
|