Asset Dedication LLC’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,717,305
Closed -$36.3M 1186
2024
Q3
$36.3M Sell
1,717,305
-71,614
-4% -$1.51M 2.45% 8
2024
Q2
$37.7M Buy
1,788,919
+6,754
+0.4% +$142K 2.61% 7
2024
Q1
$37.4M Sell
1,782,165
-205,252
-10% -$4.3M 2.79% 6
2023
Q4
$41.5M Buy
1,987,417
+260,328
+15% +$5.44M 3.38% 6
2023
Q3
$35.7M Sell
1,727,089
-6,550
-0.4% -$135K 3.04% 7
2023
Q2
$35.7M Buy
1,733,639
+32,205
+2% +$662K 3.04% 7
2023
Q1
$35M Buy
1,701,434
+59,334
+4% +$1.22M 3.25% 7
2022
Q4
$33.6M Buy
1,642,100
+47,257
+3% +$967K 3.41% 7
2022
Q3
$32.5M Buy
1,594,843
+66,530
+4% +$1.36M 3.57% 5
2022
Q2
$31.7M Buy
1,528,313
+67,211
+5% +$1.39M 4.71% 5
2022
Q1
$30.8M Buy
1,461,102
+312,535
+27% +$6.58M 3.43% 5
2021
Q4
$25.1M Buy
1,148,567
+320,850
+39% +$7M 3.02% 5
2021
Q3
$18.3M Buy
827,717
+350,306
+73% +$7.74M 2.41% 8
2021
Q2
$10.6M Buy
477,411
+234,492
+97% +$5.2M 1.58% 16
2021
Q1
$5.38M Sell
242,919
-141,888
-37% -$3.14M 1.22% 18
2020
Q4
$8.61M Buy
384,807
+57,833
+18% +$1.29M 1.72% 14
2020
Q3
$7.25M Buy
326,974
+143,041
+78% +$3.17M 1.6% 16
2020
Q2
$4.05M Sell
183,933
-48,545
-21% -$1.07M 1.1% 21
2020
Q1
$4.8M Buy
232,478
+10,687
+5% +$221K 1.43% 19
2019
Q4
$4.75M Buy
221,791
+56,309
+34% +$1.21M 1.34% 17
2019
Q3
$3.54M Buy
165,482
+18,356
+12% +$393K 1.18% 19
2019
Q2
$3.11M Buy
147,126
+11,491
+8% +$243K 1% 23
2019
Q1
$2.8M Sell
135,635
-3,034
-2% -$62.7K 0.98% 26
2018
Q4
$2.76M Buy
138,669
+4,517
+3% +$89.9K 1.13% 21
2018
Q3
$2.69M Sell
134,152
-74,327
-36% -$1.49M 1.01% 25
2018
Q2
$4.18M Buy
+208,479
New +$4.18M 1.43% 15
2018
Q1
Sell
-195,315
Closed -$4.07M 562
2017
Q4
$4.07M Buy
195,315
+30,730
+19% +$640K 1.64% 15
2017
Q3
$3.44M Buy
164,585
+22,572
+16% +$471K 1.66% 16
2017
Q2
$2.95M Buy
142,013
+15,085
+12% +$313K 1.48% 18
2017
Q1
$2.6M Buy
126,928
+12,184
+11% +$249K 1.4% 19
2016
Q4
$2.34M Buy
114,744
+7,075
+7% +$144K 1.36% 18
2016
Q3
$2.29M Buy
107,669
+9,723
+10% +$207K 1.45% 19
2016
Q2
$2.07M Buy
97,946
+5,609
+6% +$119K 1.44% 21
2016
Q1
$1.91M Buy
92,337
+4,703
+5% +$97K 1.4% 21
2015
Q4
$1.73M Buy
+87,634
New +$1.73M 1.14% 23