Wealthcare Advisory Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,985
| Closed | -$223K | – | 805 |
|
|
2023
Q4 | $223K | Hold |
9,985
| – | – | 0.01% | 687 |
|
|
2023
Q3 | $214K | Buy |
9,985
+5
| +0.1% | +$107 | 0.01% | 642 |
|
|
2023
Q2 | $216K | Buy |
+9,980
| New | +$216K | 0.01% | 655 |
|
|
2021
Q2 | – | Sell |
-650
| Closed | -$16K | – | 718 |
|
|
2021
Q1 | $16K | Buy |
+650
| New | +$16K | ﹤0.01% | 1280 |
|
|
2020
Q2 | – | Sell |
-650
| Closed | -$14K | – | 443 |
|
|
2020
Q1 | $14K | Hold |
650
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $17K | Buy |
+650
| New | +$17K | ﹤0.01% | 804 |
|