Harrison & Co Wealth Management, LLC BSJR Holdings History
Harrison & Co Wealth Management, LLC's Invesco BulletShares 2027 High Yield Corporate Bon Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 107,821.00 shares of Invesco BulletShares 2027 High Yield Corporate Bon(BSJR), totaling $2.30 Mil. This investment constitutes 2.23% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 3.17% of the outstanding Invesco BulletShares 2027 High Yield Corporate Bon(BSJR) stock.
The initial trade took place in 2022Q3. And since then Harrison & Co Wealth Management, LLC has made 2 purchases of BSJR, at an average price of $21.62, for a total of 107,821.00 shares. Based on historical transaction data and BSJR's current price of $22.74, Harrison & Co Wealth Management, LLC's estimated gain on his BSJR holdings is $120,457.86, reflecting a 5.17% gain to date.
Harrison & Co Wealth Management, LLC BSJR ($22.74) Holding Chart
Harrison & Co Wealth Management, LLC BSJR ($22.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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