WRPWM
Werba Rubin Papier Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
157,587
-6,990
| -4% | -$161K | 0.68% | 26 |
|
|
2025
Q1 | $3.79M | Sell |
164,577
-4,044
| -2% | -$93.2K | 0.83% | 21 |
|
|
2024
Q4 | $3.89M | Buy |
168,621
+2,667
| +2% | +$61.5K | 0.92% | 18 |
|
|
2024
Q3 | $3.84M | Buy |
165,954
+77
| +0% | +$1.78K | 0.9% | 18 |
|
|
2024
Q2 | $3.8M | Buy |
165,877
+1,425
| +0.9% | +$32.6K | 1.05% | 14 |
|
|
2024
Q1 | $3.77M | Buy |
164,452
+37,447
| +29% | +$859K | 1.09% | 16 |
|
|
2023
Q4 | $2.89M | Buy |
127,005
+62,002
| +95% | +$1.41M | 0.98% | 19 |
|
|
2023
Q3 | $1.46M | Sell |
65,003
-1,967
| -3% | -$44.2K | 0.52% | 30 |
|
|
2023
Q2 | $1.51M | Buy |
66,970
+3,395
| +5% | +$76.6K | 0.52% | 28 |
|
|
2023
Q1 | $1.43M | Buy |
63,575
+17,058
| +37% | +$383K | 0.56% | 27 |
|
|
2022
Q4 | $1.03M | Buy |
+46,517
| New | +$1.03M | 0.42% | 29 |
|