WOSD
BSJO
WFA of San Diego’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $480K | Sell |
21,123
-10,773
| -34% | -$245K | 0.4% | 50 |
|
|
2024
Q2 | $725K | Buy |
+31,896
| New | +$725K | 0.65% | 35 |
|
|
2023
Q3 | $1.65M | Buy |
73,494
+69,394
| +1,693% | +$1.56M | 1.71% | 11 |
|
|
2023
Q2 | $92.2K | Sell |
4,100
-85,268
| -95% | -$1.92M | 0.09% | 120 |
|
|
2023
Q1 | $2.01M | Sell |
89,368
-30,446
| -25% | -$684K | 2.1% | 11 |
|
|
2022
Q4 | $2.65M | Sell |
119,814
-73
| -0.1% | -$1.62K | 2.03% | 10 |
|
|
2022
Q3 | $2.59M | Sell |
119,887
-6,535
| -5% | -$141K | 2.34% | 10 |
|
|
2022
Q2 | $2.76M | Sell |
126,422
-1,927
| -2% | -$42K | 2.36% | 9 |
|
|
2022
Q1 | $3.06M | Buy |
128,349
+10,408
| +9% | +$248K | 2.33% | 11 |
|
|
2021
Q4 | $2.95M | Buy |
+117,941
| New | +$2.95M | 1.71% | 12 |
|