Ropes Wealth Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,000
Closed -$96K 570
2019
Q3
$96K Hold
4,000
0.02% 283
2019
Q2
$96K Hold
4,000
0.02% 281
2019
Q1
$96K Buy
+4,000
New +$95.8K 0.03% 269

Ropes Wealth Advisors's BSJJ Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 4,000 shares — an estimated $96K sold.

Ropes Wealth Advisors first reported a position in BSJJ in Q1 2019 and held it in 3 quarters. The position peaked at $96K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Ropes Wealth Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 4,000 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $96K.
  • Ropes Wealth Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Ropes Wealth Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $96K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.