Altus Wealth Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-44,197
| Closed | -$861K | – | 137 |
|
2024
Q4 | $861K | Sell |
44,197
-2,503
| -5% | -$48.8K | 0.38% | 56 |
|
2024
Q3 | $921K | Sell |
46,700
-2,035
| -4% | -$40.1K | 0.39% | 57 |
|
2024
Q2 | $937K | Sell |
48,735
-26,412
| -35% | -$508K | 0.47% | 51 |
|
2024
Q1 | $1.45M | Sell |
75,147
-6,592
| -8% | -$127K | 0.73% | 37 |
|
2023
Q4 | $1.59M | Buy |
81,739
+4,911
| +6% | +$95.5K | 0.88% | 27 |
|
2023
Q3 | $1.44M | Sell |
76,828
-1,698
| -2% | -$31.8K | 0.91% | 27 |
|
2023
Q2 | $1.49M | Buy |
+78,526
| New | +$1.49M | 0.92% | 26 |
|