Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,317
| Closed | -$124K | – | 678 |
|
|
2020
Q2 | $124K | Buy |
+5,317
| New | +$124K | 0.03% | 236 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$8K | – | 590 |
|
|
2019
Q4 | $8K | Sell |
350
-7,294
| -95% | -$167K | ﹤0.01% | 484 |
|
|
2019
Q3 | $183K | Hold |
7,644
| – | – | 0.04% | 223 |
|
|
2019
Q2 | $184K | Hold |
7,644
| – | – | 0.04% | 227 |
|
|
2019
Q1 | $184K | Buy |
+7,644
| New | +$184K | 0.05% | 225 |
|