TSWM
BSJO
Tyler-Stone Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-134,845
| Closed | -$3.06M | – | 336 |
|
|
2024
Q3 | $3.06M | Buy |
134,845
+59,759
| +80% | +$1.36M | 0.58% | 37 |
|
|
2024
Q2 | $1.71M | Buy |
75,086
+4,183
| +6% | +$95K | 0.7% | 31 |
|
|
2024
Q1 | $1.61M | Sell |
70,903
-22,453
| -24% | -$510K | 0.71% | 33 |
|
|
2023
Q4 | $2.12M | Buy |
93,356
+7,522
| +9% | +$171K | 1.06% | 20 |
|
|
2023
Q3 | $1.93M | Buy |
85,834
+9,905
| +13% | +$223K | 1.1% | 21 |
|
|
2023
Q2 | $1.71M | Buy |
+75,929
| New | +$1.71M | 0.96% | 23 |
|
|
2022
Q4 | $1.24M | Buy |
+56,221
| New | +$1.24M | 0.85% | 26 |
|