Valeo Financial Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,165
| Closed | -$25K | – | 1765 |
|
|
2019
Q3 | $25K | Hold |
1,165
| – | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $25K | Hold |
1,165
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $25K | Hold |
1,165
| – | – | ﹤0.01% | 714 |
|
|
2018
Q4 | $25K | Hold |
1,165
| – | – | ﹤0.01% | 647 |
|
|
2018
Q3 | $25K | Buy |
1,165
+1,035
| +796% | +$22.2K | ﹤0.01% | 701 |
|
|
2018
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q1 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 1285 |
|