Beaumont Financial Advisors’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
-105,695
Closed -$2.23M 302
2019
Q3
$2.23M Sell
105,695
-85,442
-45% -$1.8M 0.22% 89
2019
Q2
$4.03M Buy
191,137
+3,679
+2% +$77.6K 0.42% 60
2019
Q1
$3.95M Buy
187,458
+124,247
+197% +$2.62M 0.42% 56
2018
Q4
$1.33M Buy
63,211
+38,260
+153% +$806K 0.22% 72
2018
Q3
$526K Buy
+24,951
New +$525K 0.05% 145

Beaumont Financial Advisors's BSCJ Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 105,695 shares — an estimated $2.23M sold.

Beaumont Financial Advisors first reported a position in BSCJ in Q3 2018 and held it in 5 quarters. The position peaked at $4.03M in Q2 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 105,695 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $2.23M.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $4.03M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.