BerganKDV 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
-1,024
Closed -$22K 995
2019
Q3
$22K Sell
1,024
-282
-22% -$5.95K ﹤0.01% 421
2019
Q2
$28K Sell
1,306
-50
-4% -$1.05K 0.01% 388
2019
Q1
$29K Hold
1,356
0.01% 398
2018
Q4
$29K Sell
1,356
-450
-25% -$9.48K 0.01% 358
2018
Q3
$38K Sell
1,806
-58
-3% -$1.22K 0.01% 348
2018
Q2
$39K Buy
+1,864
New +$39.1K 0.01% 350

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

BerganKDV Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 1,024 shares — an estimated $22K sold.

BerganKDV Wealth Management first reported a position in BSCJ in Q2 2018 and held it in 6 quarters. The position peaked at $39K in Q2 2018. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,024 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $22K.
  • BerganKDV Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $39K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.