SPWM
Straight Path Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,231
| Closed | -$274K | – | 78 |
|
|
2022
Q4 | $274K | Sell |
13,231
-12,294
| -48% | -$254K | 0.26% | 50 |
|
|
2022
Q3 | $513K | Buy |
25,525
+3,730
| +17% | +$75K | 0.46% | 38 |
|
|
2022
Q2 | $455K | Buy |
21,795
+5,215
| +31% | +$109K | 0.45% | 41 |
|
|
2022
Q1 | $393K | Buy |
16,580
+1,888
| +13% | +$44.8K | 0.33% | 39 |
|
|
2021
Q4 | $372K | Buy |
+14,692
| New | +$372K | 0.32% | 46 |
|