Harrison & Co Wealth Management, LLC BSJP Holdings History
Harrison & Co Wealth Management, LLC's Invesco BulletShares 2025 High Yield Corporate Bon Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 104,317.00 shares of Invesco BulletShares 2025 High Yield Corporate Bon(BSJP), totaling $2.31 Mil. This investment constitutes 2.23% of their stock portfolio, and Harrison & Co Wealth Management, LLC now holds 0.52% of the outstanding Invesco BulletShares 2025 High Yield Corporate Bon(BSJP) stock.
The initial trade took place in 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 3 purchases of BSJP, at an average price of $24.19, for a total of 112,429.00 shares. In addition, there have been 1 sales at an average price of $22.31 for 8,112.00 shares. Based on historical transaction data and BSJP's current price of $23.12, Harrison & Co Wealth Management, LLC's estimated gain on his BSJP holdings is $-127,420.87, reflecting a -4.68% gain to date.
Harrison & Co Wealth Management, LLC BSJP ($23.12) Holding Chart
Harrison & Co Wealth Management, LLC BSJP ($23.12) 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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