Baystate Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-214
Closed -$5K 682
2019
Q3
$5K Buy
214
+1
+0.5% +$21 ﹤0.01% 431
2019
Q2
$4K Buy
213
+2
+0.9% +$42 ﹤0.01% 455
2019
Q1
$4K Buy
211
+1
+0.5% +$21 ﹤0.01% 461
2018
Q4
$4K Buy
210
+1
+0.5% +$21 ﹤0.01% 472
2018
Q3
$4K Hold
209
﹤0.01% 480
2018
Q2
$4K Buy
209
+1
+0.5% +$21 ﹤0.01% 495
2018
Q1
$4K Hold
208
﹤0.01% 460
2017
Q4
$4K Hold
208
﹤0.01% 460
2017
Q3
$4K Buy
+208
New +$4.42K ﹤0.01% 449

Baystate Wealth Management's BSCJ Position: Q4 2019 in Review

Baystate Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 214 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in BSCJ in Q3 2017 and held it in 9 quarters. The position peaked at $5K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Baystate Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 214 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $5K.
  • Baystate Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2017 and held it in 9 quarters.
  • Baystate Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $5K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Baystate Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.