Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-687,782
| Closed | -$16.6M | – | 40 |
|
|
2018
Q2 | $16.6M | Sell |
687,782
-166,411
| -19% | -$4.03M | 14.18% | 2 |
|
|
2018
Q1 | $20.7M | Buy |
854,193
+60,821
| +8% | +$1.47M | 17.87% | 2 |
|
|
2017
Q4 | $19.4M | Buy |
793,372
+21,388
| +3% | +$523K | 16.28% | 1 |
|
|
2017
Q3 | $19M | Buy |
771,984
+500,838
| +185% | +$12.3M | 15.83% | 1 |
|
|
2017
Q2 | $6.65M | Buy |
271,146
+31,239
| +13% | +$766K | 5.73% | 5 |
|
|
2017
Q1 | $5.86M | Buy |
239,907
+22,212
| +10% | +$542K | 5.33% | 6 |
|
|
2016
Q4 | $5.29M | Buy |
+217,695
| New | +$5.29M | 4.89% | 7 |
|