Personal Wealth Partners’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
-20,800
Closed -$438K 730
2019
Q3
$438K Buy
+20,800
New +$439K 0.2% 44
2019
Q1
Sell
-24,759
Closed -$520K 69
2018
Q4
$520K Buy
+24,759
New +$522K 0.33% 24

Personal Wealth Partners's BSCJ Position: Q4 2019 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 20,800 shares — an estimated $438K sold.

Personal Wealth Partners first reported a position in BSCJ in Q4 2018 and held it in 2 quarters. The position peaked at $520K in Q4 2018. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 20,800 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $438K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Personal Wealth Partners's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $520K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.