Valeo Financial Advisors’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 |
-1,658
| Closed | -$35K | – | 1891 |
|
|
2020
Q3 | $35K | Hold |
1,658
| – | – | ﹤0.01% | 742 |
|
|
2020
Q2 | $35K | Hold |
1,658
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $35K | Hold |
1,658
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $35K | Buy |
1,658
+500
| +43% | +$10.6K | ﹤0.01% | 764 |
|
|
2019
Q3 | $25K | Hold |
1,158
| – | – | ﹤0.01% | 783 |
|
|
2019
Q2 | $25K | Hold |
1,158
| – | – | ﹤0.01% | 785 |
|
|
2019
Q1 | $25K | Hold |
1,158
| – | – | ﹤0.01% | 716 |
|
|
2018
Q4 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 663 |
|
|
2018
Q3 | $24K | Buy |
1,158
+1,028
| +791% | +$21.3K | ﹤0.01% | 722 |
|
|
2018
Q2 | $3K | Sell |
130
-1,300
| -91% | -$30K | ﹤0.01% | 1304 |
|
|
2018
Q1 | $30K | Buy |
+1,430
| New | +$30K | ﹤0.01% | 614 |
|