Gradient Capital Advisors’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
-14,139
Closed -$298K 93
2019
Q3
$298K Sell
14,139
-521
-4% -$11K 0.22% 74
2019
Q2
$309K Sell
14,660
-1,941
-12% -$40.9K 0.24% 75
2019
Q1
$350K Sell
16,601
-360
-2% -$7.59K 0.28% 68
2018
Q4
$357K Sell
16,961
-236
-1% -$4.97K 0.31% 59
2018
Q3
$363K Sell
17,197
-572
-3% -$12K 0.31% 65
2018
Q2
$373K Buy
17,769
+607
+4% +$12.7K 0.35% 57
2018
Q1
$360K Buy
17,162
+2
+0% +$42 0.36% 53
2017
Q4
$362K Buy
+17,160
New +$363K 0.37% 52

Gradient Capital Advisors's BSCJ Position: Q4 2019 in Review

Gradient Capital Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 14,139 shares — an estimated $298K sold.

Gradient Capital Advisors first reported a position in BSCJ in Q4 2017 and held it in 8 quarters. The position peaked at $373K in Q2 2018. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Gradient Capital Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Gradient Capital Advisors sold 14,139 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $298K.
  • Gradient Capital Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
  • Gradient Capital Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $373K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Gradient Capital Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.