Advocacy Wealth Management Services’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,525
| Closed | -$34K | – | 279 |
|
|
2017
Q3 | $34K | Hold |
1,525
| – | – | 0.01% | 88 |
|
|
2017
Q2 | $34K | Hold |
1,525
| – | – | 0.01% | 96 |
|
|
2017
Q1 | $34K | Hold |
1,525
| – | – | 0.01% | 103 |
|
|
2016
Q4 | $34K | Sell |
1,525
-5,000
| -77% | -$111K | 0.01% | 100 |
|
|
2016
Q3 | $148K | Sell |
6,525
-6,164
| -49% | -$140K | 0.06% | 60 |
|
|
2016
Q2 | $289K | Sell |
12,689
-11,260
| -47% | -$256K | 0.15% | 55 |
|
|
2016
Q1 | $542K | Buy |
+23,949
| New | +$542K | 0.38% | 43 |
|