SLWS
BSCJ

Swaine & Leidel Wealth Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-29,344
Closed -$619K – 80
2019
Q3 		$619K Sell
29,344
-182
-0.6% -$3.84K 0.56% 42
2019
Q2 		$623K Sell
29,526
-350
-1% -$7.38K 0.67% 35
2019
Q1 		$629K Buy
29,876
+11,549
+63% +$243K 0.8% 36
2018
Q4 		$387K Buy
+18,327
New +$386K 0.62% 35

Swaine & Leidel Wealth Services's BSCJ Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 29,344 shares — an estimated $619K sold.

Swaine & Leidel Wealth Services first reported a position in BSCJ in Q4 2018 and held it in 4 quarters. The position peaked at $629K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 29,344 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $619K.
  • Swaine & Leidel Wealth Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Swaine & Leidel Wealth Services's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $629K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.