Valeo Financial Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$5K | – | 1880 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1236 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1299 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$24K | – | 1822 |
|
|
2018
Q3 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 720 |
|
|
2017
Q4 | – | Sell |
-977
| Closed | -$24K | – | 1525 |
|
|
2017
Q3 | $24K | Buy |
+977
| New | +$24K | 0.01% | 525 |
|