Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,530
| Closed | -$347K | – | 66 |
|
|
2020
Q1 | $347K | Sell |
16,530
-72,885
| -82% | -$1.53M | 0.34% | 42 |
|
|
2019
Q4 | $1.9M | Sell |
89,415
-71,568
| -44% | -$1.52M | 1.73% | 21 |
|
|
2019
Q3 | $3.42M | Buy |
160,983
+4,814
| +3% | +$102K | 3.27% | 14 |
|
|
2019
Q2 | $3.31M | Buy |
156,169
+25,865
| +20% | +$548K | 3.24% | 13 |
|
|
2019
Q1 | $2.74M | Buy |
130,304
+71,642
| +122% | +$1.51M | 2.82% | 12 |
|
|
2018
Q4 | $1.22M | Hold |
58,662
| – | – | 1.61% | 18 |
|
|
2018
Q3 | $1.22M | Buy |
+58,662
| New | +$1.22M | 1.44% | 23 |
|
|
2018
Q2 | – | Sell |
-9,879
| Closed | -$206K | – | 33 |
|
|
2018
Q1 | $206K | Hold |
9,879
| – | – | 0.18% | 24 |
|
|
2017
Q4 | $208K | Buy |
+9,879
| New | +$208K | 0.17% | 25 |
|
|
2017
Q1 | – | Sell |
-16,521
| Closed | -$349K | – | 28 |
|
|
2016
Q4 | $349K | Buy |
+16,521
| New | +$349K | 0.32% | 23 |
|