WealthSource Partners’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
-34,623
Closed -$730K 467
2019
Q3
$730K Buy
34,623
+3,793
+12% +$80K 0.11% 184
2019
Q2
$650K Buy
30,830
+1,221
+4% +$25.8K 0.1% 187
2019
Q1
$624K Buy
29,609
+19,484
+192% +$411K 0.14% 137
2018
Q4
$213K Buy
+10,125
New +$213K 0.06% 272

WealthSource Partners's BSCJ Position: Q4 2019 in Review

WealthSource Partners sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 34,623 shares — an estimated $730K sold.

WealthSource Partners first reported a position in BSCJ in Q4 2018 and held it in 4 quarters. The position peaked at $730K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • WealthSource Partners reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 34,623 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $730K.
  • WealthSource Partners first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • WealthSource Partners's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $730K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.