BWM
BSCH
BerganKDV Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-914,841
| Closed | -$20.7M | – | 181 |
|
|
2017
Q1 | $20.7M | Buy |
914,841
+87,872
| +11% | +$1.99M | 6.15% | 5 |
|
|
2016
Q4 | $18.7M | Sell |
826,969
-9,483
| -1% | -$214K | 6.23% | 4 |
|
|
2016
Q3 | $19M | Buy |
836,452
+85,474
| +11% | +$1.94M | 6.56% | 4 |
|
|
2016
Q2 | $17.1M | Buy |
750,978
+470,480
| +168% | +$10.7M | 7.31% | 2 |
|
|
2016
Q1 | $6.35M | Buy |
+280,498
| New | +$6.35M | 3.81% | 3 |
|