Wealthstar Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,495
| Closed | -$420K | – | 149 |
|
|
2024
Q1 | $420K | Sell |
18,495
-232
| -1% | -$5.27K | 0.15% | 87 |
|
|
2023
Q4 | $425K | Buy |
18,727
+1,465
| +8% | +$33.3K | 0.07% | 84 |
|
|
2023
Q3 | $388K | Sell |
17,262
-3,869
| -18% | -$87K | 0.15% | 71 |
|
|
2023
Q2 | $475K | Sell |
21,131
-712
| -3% | -$16K | 0.2% | 48 |
|
|
2023
Q1 | $474K | Hold |
21,843
| – | – | 0.18% | 49 |
|
|
2022
Q4 | $483K | Sell |
21,843
-103
| -0.5% | -$2.28K | 0.22% | 50 |
|
|
2022
Q3 | $473K | Sell |
21,946
-502
| -2% | -$10.8K | 0.23% | 48 |
|
|
2022
Q2 | $489K | Sell |
22,448
-684
| -3% | -$14.9K | 0.19% | 54 |
|
|
2022
Q1 | $550K | Sell |
23,132
-32,407
| -58% | -$771K | 0.2% | 56 |
|
|
2021
Q4 | $1.39M | Buy |
+55,539
| New | +$1.39M | 0.48% | 26 |
|