Sequoia Financial Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,115
| Closed | -$277K | – | 397 |
|
|
2019
Q2 | $277K | Hold |
13,115
| – | – | 0.02% | 290 |
|
|
2019
Q1 | $276K | Hold |
13,115
| – | – | 0.02% | 285 |
|
|
2018
Q4 | $276K | Hold |
13,115
| – | – | 0.03% | 218 |
|
|
2018
Q3 | $276K | Hold |
13,115
| – | – | 0.03% | 245 |
|
|
2018
Q2 | $275K | Buy |
+13,115
| New | +$275K | 0.03% | 243 |
|
|
2018
Q1 | – | Sell |
-13,115
| Closed | -$277K | – | 332 |
|
|
2017
Q4 | $277K | Hold |
13,115
| – | – | 0.03% | 232 |
|
|
2017
Q3 | $279K | Hold |
13,115
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $279K | Hold |
13,115
| – | – | 0.03% | 219 |
|
|
2017
Q1 | $278K | Buy |
+13,115
| New | +$278K | 0.04% | 212 |
|