WFWM
BSJJ
Wechter Feldman Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-26,915
| Closed | -$644K | – | 32 |
|
2019
Q3 | $644K | Buy |
26,915
+10
| +0% | +$239 | 0.41% | 22 |
|
2019
Q2 | $644K | Sell |
26,905
-1,838
| -6% | -$44K | 0.43% | 21 |
|
2019
Q1 | $690K | Buy |
28,743
+15
| +0.1% | +$360 | 0.45% | 21 |
|
2018
Q4 | $679K | Buy |
28,728
+11
| +0% | +$260 | 0.65% | 18 |
|
2018
Q3 | $697K | Sell |
28,717
-1,197
| -4% | -$29.1K | 0.43% | 26 |
|
2018
Q2 | $723K | Buy |
29,914
+8
| +0% | +$193 | 0.5% | 20 |
|
2018
Q1 | $727K | Buy |
29,906
+12
| +0% | +$292 | 0.51% | 18 |
|
2017
Q4 | $729K | Buy |
29,894
+12
| +0% | +$293 | 0.51% | 19 |
|
2017
Q3 | $738K | Sell |
29,882
-719
| -2% | -$17.8K | 0.57% | 15 |
|
2017
Q2 | $755K | Sell |
30,601
-658
| -2% | -$16.2K | 0.61% | 14 |
|
2017
Q1 | $766K | Sell |
31,259
-268
| -0.9% | -$6.57K | 0.53% | 18 |
|
2016
Q4 | $761K | Buy |
+31,527
| New | +$761K | 0.5% | 21 |
|