SLWS
BSCK

Swaine & Leidel Wealth Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,500
Closed -$329K – 65
2020
Q3 		$329K Hold
15,500
– – 0.32% 45
2020
Q2 		$330K Hold
15,500
– – 0.34% 42
2020
Q1 		$326K Hold
15,500
– – 0.34% 46
2019
Q4 		$330K Hold
15,500
– – 0.28% 46
2019
Q3 		$330K Buy
15,500
+4,000
+35% +$85.2K 0.3% 47
2019
Q2 		$244K Buy
11,500
+2,000
+21% +$42.4K 0.26% 49
2019
Q1 		$202K Hold
9,500
– – 0.26% 48
2018
Q4 		$201K Buy
+9,500
New +$200K 0.32% 43

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Swaine & Leidel Wealth Services's BSCK Position: Q4 2020 in Review

Swaine & Leidel Wealth Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 15,500 shares — an estimated $329K sold.

Swaine & Leidel Wealth Services first reported a position in BSCK in Q4 2018 and held it in 8 quarters. The position peaked at $330K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Swaine & Leidel Wealth Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 15,500 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $329K.
  • Swaine & Leidel Wealth Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Swaine & Leidel Wealth Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $330K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2020, filed 16 Feb 2021.