Valeo Financial Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,165
Closed -$25K 1775
2019
Q3
$25K Hold
1,165
﹤0.01% 792
2019
Q2
$25K Hold
1,165
﹤0.01% 786
2019
Q1
$25K Hold
1,165
﹤0.01% 721
2018
Q4
$25K Hold
1,165
﹤0.01% 652
2018
Q3
$25K Buy
1,165
+1,035
+796% +$21.8K ﹤0.01% 711
2018
Q2
$3K Hold
130
﹤0.01% 1306
2018
Q1
$3K Buy
+130
New +$2.73K ﹤0.01% 1288

Valeo Financial Advisors's BSCJ Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 1,165 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in BSCJ in Q1 2018 and held it in 7 quarters. The position peaked at $25K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,165 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $25K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.