Garrett Wealth Advisory Group’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-11,751
Closed -$248K 744
2019
Q3
$248K Buy
11,751
+40
+0.3% +$844 0.17% 46
2019
Q2
$247K Buy
11,711
+38
+0.3% +$802 0.2% 44
2019
Q1
$246K Buy
11,673
+1,266
+12% +$26.7K 0.2% 43
2018
Q4
$219K Buy
+10,407
New +$219K 0.2% 42

Garrett Wealth Advisory Group's BSCJ Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 11,751 shares — an estimated $248K sold.

Garrett Wealth Advisory Group first reported a position in BSCJ in Q4 2018 and held it in 4 quarters. The position peaked at $248K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 11,751 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $248K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $248K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.