Carson Wealth (CWM LLC)
BSCK

Carson Wealth (CWM LLC)’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,462
Closed -$73K – 3490
2018
Q4 		$73K Buy
+3,462
New +$72.8K ﹤0.01% 788

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MFWM
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BCM
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BWM
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UBS Group
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IWMA
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Carson Wealth (CWM LLC)'s BSCK Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2019, closing a stake of 3,462 shares — an estimated $73K sold.

Carson Wealth (CWM LLC) first reported a position in BSCK in Q4 2018 and held it in 1 quarter. The position peaked at $73K in Q4 2018. 228 funds tracked by Wall St. Rank hold BSCK as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,462 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2019, an estimated $73K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2020 Corporate Bond ETF position peaked at $73K in Q4 2018.
  • 228 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.