Advisornet Financial’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-225
Closed -$6K 2042
2019
Q4
$6K Sell
225
-565
-72% -$14.3K ﹤0.01% 1520
2019
Q3
$20K Hold
790
﹤0.01% 1195
2019
Q2
$20K Sell
790
-687
-47% -$17.2K ﹤0.01% 1056
2019
Q1
$37K Sell
1,477
-600
-29% -$14.8K ﹤0.01% 824
2018
Q4
$51K Sell
2,077
-1,130
-35% -$27.7K 0.01% 690
2018
Q3
$78K Sell
3,207
-1,213
-27% -$29.8K 0.01% 611
2018
Q2
$108K Hold
4,420
0.01% 509
2018
Q1
$108K Buy
4,420
+2,090
+90% +$51.6K 0.01% 514
2017
Q4
$58K Buy
+2,330
New +$58.1K 0.01% 615

Advisornet Financial's LDRI Position: Q1 2020 in Review

Advisornet Financial sold out of Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) in Q1 2020, closing a stake of 225 shares — an estimated $6K sold.

Advisornet Financial first reported a position in LDRI in Q4 2017 and held it in 9 quarters. The position peaked at $108K in Q2 2018. 0 funds tracked by Wall St. Rank hold LDRI as of Q1 2020.

  • Advisornet Financial reported no remaining Invesco LadderRite 0-5 Year Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 225 Invesco LadderRite 0-5 Year Corporate Bond ETF shares in Q1 2020, an estimated $6K.
  • Advisornet Financial first reported a position in Invesco LadderRite 0-5 Year Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
  • Advisornet Financial's Invesco LadderRite 0-5 Year Corporate Bond ETF position peaked at $108K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Invesco LadderRite 0-5 Year Corporate Bond ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.