Optimum Investment Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,100
Closed -$213K 1043
2019
Q3
$213K Hold
10,100
0.07% 253
2019
Q2
$213K Hold
10,100
0.07% 257
2019
Q1
$213K Hold
10,100
0.07% 267
2018
Q4
$213K Hold
10,100
0.07% 245
2018
Q3
$213K Buy
10,100
+1,000
+11% +$21.1K 0.06% 296
2018
Q2
$191K Buy
9,100
+1,500
+20% +$31.5K 0.06% 300
2018
Q1
$159K Buy
+7,600
New +$160K 0.05% 323
2015
Q1
$13K Buy
+600
New +$12.7K ﹤0.01% 774

Optimum Investment Advisors's BSCJ Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 10,100 shares — an estimated $213K sold.

Optimum Investment Advisors first reported a position in BSCJ in Q1 2015 and held it in 8 quarters. The position peaked at $213K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 10,100 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $213K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2015 and held it in 8 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $213K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.