Straight Path Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25,377
| Closed | -$571K | – | 76 |
|
|
2022
Q4 | $571K | Buy |
25,377
+565
| +2% | +$12.7K | 0.55% | 30 |
|
|
2022
Q3 | $543K | Buy |
24,812
+4,664
| +23% | +$102K | 0.49% | 35 |
|
|
2022
Q2 | $447K | Buy |
20,148
+6,002
| +42% | +$133K | 0.44% | 42 |
|
|
2022
Q1 | $346K | Buy |
14,146
+380
| +3% | +$9.3K | 0.29% | 45 |
|
|
2021
Q4 | $353K | Buy |
+13,766
| New | +$353K | 0.31% | 49 |
|