Spire Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-779
| Closed | -$17.5K | – | 2552 |
|
|
2023
Q1 | $17.5K | Sell |
779
-4,789
| -86% | -$108K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $123K | Hold |
5,568
| – | – | 0.01% | 680 |
|
|
2022
Q3 | $120K | Hold |
5,568
| – | – | 0.01% | 652 |
|
|
2022
Q2 | $121K | Sell |
5,568
-15,991
| -74% | -$348K | 0.01% | 964 |
|
|
2022
Q1 | $514K | Sell |
21,559
-811
| -4% | -$19.3K | 0.01% | 565 |
|
|
2021
Q4 | $559K | Sell |
22,370
-1,045
| -4% | -$26.1K | 0.01% | 659 |
|
|
2021
Q3 | $586K | Sell |
23,415
-1,555
| -6% | -$38.9K | 0.02% | 548 |
|
|
2021
Q2 | $629K | Sell |
24,970
-480
| -2% | -$12.1K | 0.02% | 548 |
|
|
2021
Q1 | $636K | Buy |
+25,450
| New | +$636K | 0.02% | 587 |
|