MFT
BSCK

Moisand Fitzgerald Tamayo’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-307
Closed -$7K – 394
2020
Q3 		$7K Hold
307
– – ﹤0.01% 227
2020
Q2 		$7K Buy
+307
New +$6.53K ﹤0.01% 214

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BSCK Position: Q4 2020 in Review

Moisand Fitzgerald Tamayo sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 307 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in BSCK in Q2 2020 and held it in 2 quarters. The position peaked at $7K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 307 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $7K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $7K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2020, filed 2 Feb 2021.