WFA Of San Diego, LLC BSJO Holdings History
WFA of San Diego, LLC's Invesco BulletShares 2024 High Yield Corporate Bond ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 21,123.00 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF(BSJO), totaling $479,910.00. This investment constitutes 0.4% of their stock portfolio, and WFA of San Diego, LLC now holds 0.1% of the outstanding Invesco BulletShares 2024 High Yield Corporate Bond ETF(BSJO) stock.
The initial trade took place in 2021Q4. And since then WFA of San Diego, LLC has made 3 purchases of BSJO, at an average price of $23.91, for a total of 197,743.00 shares. In addition, there have been 7 sales at an average price of $22.30 for 176,620.00 shares. Based on historical transaction data and BSJO's current price of $22.68, WFA of San Diego, LLC's estimated gain on his BSJO holdings is $-309,487.36, reflecting a -6.55% gain to date.
WFA of San Diego, LLC BSJO ($22.68) Holding Chart
WFA of San Diego, LLC BSJO ($22.68) 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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