Squar Milner Financial Services’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,138
Closed -$66.4K 799
2018
Q3
$66K Hold
3,138
0.06% 277
2018
Q2
$66K Buy
+3,138
New +$66.3K 0.06% 296

Squar Milner Financial Services's BSCI Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 3,138 shares — an estimated $66.4K sold.

Squar Milner Financial Services first reported a position in BSCI in Q2 2018 and held it in 2 quarters. The position peaked at $66K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,138 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $66.4K.
  • Squar Milner Financial Services first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $66K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.