SWM
BSJM

Shakespeare Wealth Management’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
2019
Q4
Sell
-16,923
Closed -$412K 75
2019
Q3
$412K Buy
16,923
+222
+1% +$5.41K 0.24% 50
2019
Q2
$410K Buy
+16,701
New +$410K 0.26% 46