Elmwood Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,000
Closed -$24.3K 368
2020
Q1
$24.3K Buy
+1,000
New +$24.3K 0.02% 153
2019
Q1
Sell
-2,000
Closed -$47K 310
2018
Q4
$47K Hold
2,000
0.05% 129
2018
Q3
$48.5K Hold
2,000
0.04% 136
2018
Q2
$48.4K Buy
2,000
+1,000
+100% +$24.2K 0.04% 132
2018
Q1
$24.3K Buy
+1,000
New +$24.3K 0.02% 153

Elmwood Wealth Management's BSJJ Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2020, closing a stake of 1,000 shares — an estimated $24.3K sold.

Elmwood Wealth Management first reported a position in BSJJ in Q1 2018 and held it in 5 quarters. The position peaked at $48.5K in Q3 2018. 0 funds tracked by Wall St. Rank hold BSJJ as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,000 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $24.3K.
  • Elmwood Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $48.5K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.