Capital Investment Advisory Services’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-29,720
Closed -$753K 636
2019
Q4
$753K Buy
29,720
+1,917
+7% +$48.5K 0.2% 107
2019
Q3
$703K Sell
27,803
-85
-0.3% -$2.15K 0.2% 104
2019
Q2
$701K Buy
27,888
+902
+3% +$22.6K 0.21% 99
2019
Q1
$672K Buy
26,986
+2,152
+9% +$53.3K 0.25% 83
2018
Q4
$610K Buy
24,834
+1,012
+4% +$24.8K 0.26% 77
2018
Q3
$582K Buy
23,822
+1,911
+9% +$46.9K 0.27% 93
2018
Q2
$537K Buy
+21,911
New +$537K 0.27% 94

Capital Investment Advisory Services's LDRI Position: Q1 2020 in Review

Capital Investment Advisory Services sold out of Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) in Q1 2020, closing a stake of 29,720 shares — an estimated $753K sold.

Capital Investment Advisory Services first reported a position in LDRI in Q2 2018 and held it in 7 quarters. The position peaked at $753K in Q4 2019. 0 funds tracked by Wall St. Rank hold LDRI as of Q1 2020.

  • Capital Investment Advisory Services reported no remaining Invesco LadderRite 0-5 Year Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 29,720 Invesco LadderRite 0-5 Year Corporate Bond ETF shares in Q1 2020, an estimated $753K.
  • Capital Investment Advisory Services first reported a position in Invesco LadderRite 0-5 Year Corporate Bond ETF in Q2 2018 and held it in 7 quarters.
  • Capital Investment Advisory Services's Invesco LadderRite 0-5 Year Corporate Bond ETF position peaked at $753K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco LadderRite 0-5 Year Corporate Bond ETF as of Q1 2020.

Based on Capital Investment Advisory Services's 13F filing for Q1 2020, filed 28 Apr 2020.