Smith & Howard Wealth Management’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
-10,000
Closed -$211K 90
2019
Q3
$211K Hold
10,000
0.08% 70
2019
Q2
$211K Buy
+10,000
New +$211K 0.09% 61
2018
Q4
Sell
-10,000
Closed -$211K 63
2018
Q3
$211K Hold
10,000
0.09% 46
2018
Q2
$210K Buy
+10,000
New +$210K 0.09% 45

Smith & Howard Wealth Management's BSCJ Position: Q4 2019 in Review

Smith & Howard Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 10,000 shares — an estimated $211K sold.

Smith & Howard Wealth Management first reported a position in BSCJ in Q2 2018 and held it in 4 quarters. The position peaked at $211K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Smith & Howard Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 10,000 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $211K.
  • Smith & Howard Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
  • Smith & Howard Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $211K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.