AFWM
AMJ Financial Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-596,541
| Closed | -$12.3M | – | 83 |
|
|
2024
Q4 | $12.3M | Buy |
596,541
+3,743
| +0.6% | +$77.3K | 3.41% | 4 |
|
|
2024
Q3 | $12.2M | Buy |
592,798
+46,530
| +9% | +$961K | 3.51% | 2 |
|
|
2024
Q2 | $11.2M | Buy |
546,268
+50,966
| +10% | +$1.04M | 3.46% | 3 |
|
|
2024
Q1 | $10.1M | Sell |
495,302
-5,753
| -1% | -$118K | 3.38% | 4 |
|
|
2023
Q4 | $10.2M | Sell |
501,055
-6,165
| -1% | -$126K | 4.31% | 2 |
|
|
2023
Q3 | $10.2M | Buy |
507,220
+21,209
| +4% | +$427K | 4.7% | 1 |
|
|
2023
Q2 | $9.78M | Buy |
+486,011
| New | +$9.78M | 4.3% | 3 |
|