Wechter Feldman Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-26,915
Closed -$644K 32
2019
Q3
$644K Buy
26,915
+10
+0% +$239 0.41% 22
2019
Q2
$644K Sell
26,905
-1,838
-6% -$44.1K 0.43% 21
2019
Q1
$690K Buy
28,743
+15
+0.1% +$359 0.45% 21
2018
Q4
$679K Buy
28,728
+11
+0% +$264 0.65% 18
2018
Q3
$697K Sell
28,717
-1,197
-4% -$29K 0.43% 26
2018
Q2
$723K Buy
29,914
+8
+0% +$194 0.5% 20
2018
Q1
$727K Buy
29,906
+12
+0% +$292 0.51% 18
2017
Q4
$729K Buy
29,894
+12
+0% +$295 0.51% 19
2017
Q3
$738K Sell
29,882
-719
-2% -$17.7K 0.57% 15
2017
Q2
$755K Sell
30,601
-658
-2% -$16.2K 0.61% 14
2017
Q1
$766K Sell
31,259
-268
-0.9% -$6.53K 0.53% 18
2016
Q4
$761K Buy
+31,527
New +$759K 0.5% 21

Wechter Feldman Wealth Management's BSJJ Position: Q4 2019 in Review

Wechter Feldman Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 26,915 shares — an estimated $644K sold.

Wechter Feldman Wealth Management first reported a position in BSJJ in Q4 2016 and held it in 12 quarters. The position peaked at $766K in Q1 2017. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Wechter Feldman Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 26,915 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $644K.
  • Wechter Feldman Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
  • Wechter Feldman Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $766K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Wechter Feldman Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.