SWMG
BSJL
Strategic Wealth Management Group’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.19M | Buy |
138,577
+2,623
| +2% | +$60.4K | 1.16% | 13 |
|
|
2021
Q1 | $3.14M | Sell |
135,954
-708
| -0.5% | -$16.3K | 1.2% | 12 |
|
|
2020
Q4 | $3.16M | Buy |
136,662
+28,783
| +27% | +$665K | 1.37% | 11 |
|
|
2020
Q3 | $2.48M | Buy |
107,879
+13,666
| +15% | +$314K | 1.2% | 11 |
|
|
2020
Q2 | $2.14M | Buy |
94,213
+34,131
| +57% | +$775K | 1.26% | 12 |
|
|
2020
Q1 | $1.33M | Buy |
60,082
+29,099
| +94% | +$644K | 0.99% | 17 |
|
|
2019
Q4 | $765K | Buy |
30,983
+17,258
| +126% | +$426K | 0.5% | 31 |
|
|
2019
Q3 | $338K | Buy |
13,725
+3,240
| +31% | +$79.8K | 0.24% | 56 |
|
|
2019
Q2 | $259K | Buy |
10,485
+1,508
| +17% | +$37.3K | 0.2% | 65 |
|
|
2019
Q1 | $222K | Buy |
+8,977
| New | +$222K | 0.18% | 71 |
|