LWANC
BSCJ

Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-71,270
Closed -$1.5M – 555
2019
Q3 		$1.5M Buy
71,270
+600
+0.8% +$12.7K 0.51% 57
2019
Q2 		$1.49M Buy
70,670
+400
+0.6% +$8.44K 0.52% 54
2019
Q1 		$1.48M Buy
70,270
+350
+0.5% +$7.38K 0.54% 56
2018
Q4 		$1.47M Buy
+69,920
New +$1.47M 0.59% 50

Laurel Wealth Advisors (North Carolina)'s BSCJ Position: Q4 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 71,270 shares — an estimated $1.5M sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCJ in Q4 2018 and held it in 4 quarters. The position peaked at $1.5M in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 71,270 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $1.5M.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco BulletShares 2019 Corporate Bond ETF position peaked at $1.5M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2019, filed 31 Jan 2020.