Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-661,961
| Closed | -$16M | – | 39 |
|
|
2018
Q2 | $16M | Sell |
661,961
-169,065
| -20% | -$4.1M | 13.67% | 3 |
|
|
2018
Q1 | $20.2M | Buy |
831,026
+53,066
| +7% | +$1.29M | 17.43% | 3 |
|
|
2017
Q4 | $19.2M | Buy |
777,960
+17,878
| +2% | +$441K | 16.09% | 2 |
|
|
2017
Q3 | $18.9M | Buy |
760,082
+501,817
| +194% | +$12.5M | 15.72% | 2 |
|
|
2017
Q2 | $6.39M | Buy |
258,265
+40,191
| +18% | +$994K | 5.51% | 7 |
|
|
2017
Q1 | $5.35M | Buy |
218,074
+44,705
| +26% | +$1.1M | 4.86% | 7 |
|
|
2016
Q4 | $4.25M | Buy |
+173,369
| New | +$4.25M | 3.93% | 9 |
|