Perigon 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
Q4 | – | Sell |
-12,471
| Closed | -$303K | – | 281 |
|
|
2018
Q3 | $303K | Buy |
12,471
+3,421
| +38% | +$83.1K | 0.07% | 174 |
|
|
2018
Q2 | $219K | Sell |
9,050
-5,453
| -38% | -$132K | 0.07% | 227 |
|
|
2018
Q1 | $353K | Buy |
14,503
+8,183
| +129% | +$199K | 0.13% | 112 |
|
|
2017
Q4 | $156K | Buy |
6,320
+149
| +2% | +$3.68K | 0.06% | 163 |
|
|
2017
Q3 | $154K | Buy |
+6,171
| New | +$154K | 0.05% | 216 |
|