Confluence Wealth Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $409K | Sell |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $763K | Sell |
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|
2017
Q1 | $780K | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.98M | Sell |
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|
2016
Q2 | $2.1M | Sell |
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|
2016
Q1 | $2.17M | Sell |
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|
2015
Q4 | $2.49M | Sell |
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|
2015
Q3 | $2.71M | Buy |
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|
2015
Q2 | $1.27M | Buy |
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|
2015
Q1 | $957K | Buy |
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|
2014
Q4 | $589K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $209K | Buy |
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