CMH Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-291,921
| Closed | -$6.15M | – | 67 |
|
2018
Q4 | $6.15M | Buy |
+291,921
| New | +$6.15M | 3.71% | 6 |
|
2018
Q1 | – | Sell |
-55,145
| Closed | -$1.17M | – | 59 |
|
2017
Q4 | $1.17M | Buy |
+55,145
| New | +$1.17M | 0.78% | 46 |
|
2017
Q3 | – | Sell |
-62,275
| Closed | -$1.34M | – | 55 |
|
2017
Q2 | $1.34M | Sell |
62,275
-920
| -1% | -$19.8K | 1.07% | 39 |
|
2017
Q1 | $1.36M | Buy |
63,195
+8,755
| +16% | +$188K | 1.06% | 38 |
|
2016
Q4 | $1.16M | Buy |
+54,440
| New | +$1.16M | 1.02% | 40 |
|