Pacific Wealth Strategies Group’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
-20,570
Closed -$434K 84
2019
Q3
$434K Sell
20,570
-41,528
-67% -$876K 0.27% 72
2019
Q2
$1.31M Buy
62,098
+4,480
+8% +$94.5K 0.82% 47
2019
Q1
$1.21M Buy
57,618
+1,610
+3% +$33.9K 0.78% 49
2018
Q4
$1.18M Buy
56,008
+2,264
+4% +$47.7K 0.85% 43
2018
Q3
$1.13M Buy
53,744
+1,615
+3% +$34K 0.72% 50
2018
Q2
$1.09M Sell
52,129
-9,684
-16% -$203K 0.76% 48
2018
Q1
$1.3M Sell
61,813
-7,355
-11% -$155K 0.92% 41
2017
Q4
$1.46M Buy
69,168
+19,435
+39% +$411K 1.04% 38
2017
Q3
$1.06M Buy
49,733
+14,090
+40% +$300K 0.83% 43
2017
Q2
$758K Sell
35,643
-247
-0.7% -$5.24K 0.65% 49
2017
Q1
$762K Buy
35,890
+985
+3% +$20.9K 0.66% 46
2016
Q4
$738K Buy
+34,905
New +$741K 0.73% 42

Pacific Wealth Strategies Group's BSCJ Position: Q4 2019 in Review

Pacific Wealth Strategies Group sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 20,570 shares — an estimated $434K sold.

Pacific Wealth Strategies Group first reported a position in BSCJ in Q4 2016 and held it in 12 quarters. The position peaked at $1.46M in Q4 2017. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Pacific Wealth Strategies Group reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 20,570 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $434K.
  • Pacific Wealth Strategies Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
  • Pacific Wealth Strategies Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $1.46M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Pacific Wealth Strategies Group's 13F filing for Q4 2019, filed 15 Jan 2020.