Golden State Wealth Management’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
-6,662
Closed -$140K 1104
2019
Q3
$140K Hold
6,662
0.05% 262
2019
Q2
$140K Hold
6,662
0.04% 278
2019
Q1
$140K Buy
+6,662
New +$140K 0.05% 275

Golden State Wealth Management's BSCJ Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 6,662 shares — an estimated $140K sold.

Golden State Wealth Management first reported a position in BSCJ in Q1 2019 and held it in 3 quarters. The position peaked at $140K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Golden State Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 6,662 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $140K.
  • Golden State Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $140K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.