Wealthspire Advisors (New York)’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,040
| Closed | -$406K | – | 659 |
|
|
2023
Q3 | $406K | Hold |
18,040
| – | – | 0.01% | 431 |
|
|
2023
Q2 | $406K | Hold |
18,040
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $405K | Hold |
18,040
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $399K | Hold |
18,040
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $390K | Sell |
18,040
-84
| -0.5% | -$1.82K | 0.01% | 376 |
|
|
2022
Q2 | $395K | Buy |
18,124
+84
| +0.5% | +$1.83K | 0.01% | 352 |
|
|
2022
Q1 | $430K | Hold |
18,040
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $451K | Buy |
18,040
+8,012
| +80% | +$200K | 0.01% | 340 |
|
|
2021
Q3 | $251K | Buy |
+10,028
| New | +$251K | 0.01% | 495 |
|