Concert Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,722
| Closed | -$42K | – | 973 |
|
|
2016
Q3 | $42K | Buy |
+1,722
| New | +$42K | 0.01% | 834 |
|
|
2015
Q1 | – | Sell |
-13,581
| Closed | -$339K | – | 650 |
|
|
2014
Q4 | $339K | Buy |
13,581
+3,984
| +42% | +$99.4K | 0.05% | 418 |
|
|
2014
Q3 | $246K | Sell |
9,597
-60
| -0.6% | -$1.54K | 0.03% | 435 |
|
|
2014
Q2 | $253K | Buy |
+9,657
| New | +$253K | 0.03% | 457 |
|