Carson Wealth (CWM LLC)
BSJI

Carson Wealth (CWM LLC)’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,963
Closed -$200K – 2347
2018
Q3 		$200K Sell
7,963
-2,772
-26% -$69.6K 0.01% 514
2018
Q2 		$269K Buy
+10,735
New +$270K 0.01% 385

Carson Wealth (CWM LLC)'s BSJI Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 7,963 shares — an estimated $200K sold.

Carson Wealth (CWM LLC) first reported a position in BSJI in Q2 2018 and held it in 2 quarters. The position peaked at $269K in Q2 2018. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7,963 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $200K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $269K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.