Beaumont Financial Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$1.35M 0.25% 80
2018
Q4
$992K Buy
41,976
+30,018
+251% +$721K 0.16% 83
2018
Q3
$290K Buy
+11,958
New +$290K 0.03% 188

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

Beaumont Financial Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 31,927 shares — an estimated $764K sold.

Beaumont Financial Advisors first reported a position in BSJJ in Q3 2018 and held it in 5 quarters. The position peaked at $2.39M in Q2 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 31,927 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $764K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $2.39M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

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