Strategic Wealth Management Group’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-93,162
| Closed | -$1.98M | – | 136 |
|
2020
Q3 | $1.98M | Buy |
93,162
+2,353
| +3% | +$49.9K | 0.96% | 16 |
|
2020
Q2 | $1.93M | Buy |
90,809
+14,144
| +18% | +$301K | 1.14% | 14 |
|
2020
Q1 | $1.61M | Hold |
76,665
| – | – | 1.2% | 12 |
|
2019
Q4 | $1.63M | Buy |
76,665
+1,361
| +2% | +$29K | 1.06% | 14 |
|
2019
Q3 | $1.6M | Buy |
75,304
+1,876
| +3% | +$40K | 1.15% | 13 |
|
2019
Q2 | $1.56M | Buy |
73,428
+29,494
| +67% | +$627K | 1.19% | 12 |
|
2019
Q1 | $932K | Buy |
43,934
+2,564
| +6% | +$54.4K | 0.76% | 25 |
|
2018
Q4 | $872K | Buy |
+41,370
| New | +$872K | 0.84% | 24 |
|