Perigon Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,812
| Closed | -$86K | – | 705 |
|
|
2017
Q3 | $86K | Sell |
3,812
-1,125
| -23% | -$25.4K | 0.03% | 275 |
|
|
2017
Q2 | $112K | Sell |
4,937
-3,120
| -39% | -$70.8K | 0.02% | 293 |
|
|
2017
Q1 | $182K | Sell |
8,057
-626
| -7% | -$14.1K | 0.04% | 263 |
|
|
2016
Q4 | $196K | Buy |
8,683
+2,968
| +52% | +$67K | 0.04% | 248 |
|
|
2016
Q3 | $130K | Buy |
5,715
+620
| +12% | +$14.1K | 0.03% | 227 |
|
|
2016
Q2 | $116K | Buy |
+5,095
| New | +$116K | 0.03% | 226 |
|