Beaumont Financial Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-31,927
| Closed | -$764K | – | 301 |
|
|
2019
Q3 | $764K | Sell |
31,927
-67,898
| -68% | -$1.62M | 0.08% | 143 |
|
|
2019
Q2 | $2.39M | Buy |
99,825
+1,360
| +1% | +$32.6K | 0.25% | 79 |
|
|
2019
Q1 | $2.36M | Buy |
98,465
+56,489
| +135% | +$1.36M | 0.25% | 80 |
|
|
2018
Q4 | $992K | Buy |
41,976
+30,018
| +251% | +$709K | 0.16% | 83 |
|
|
2018
Q3 | $290K | Buy |
+11,958
| New | +$290K | 0.03% | 188 |
|