Ballew Advisors’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
Q2 | $706K | Hold |
35,947
| – | – | 0.42% | 54 |
|
2025
Q1 | $701K | Buy |
35,947
+19,157
| +114% | +$373K | 0.47% | 52 |
|
2024
Q4 | $326K | Hold |
16,790
| – | – | 0.21% | 82 |
|
2024
Q3 | $329K | Buy |
16,790
+103
| +0.6% | +$2.02K | 0.22% | 79 |
|
2024
Q2 | $324K | Sell |
16,687
-26,556
| -61% | -$516K | 0.21% | 82 |
|
2024
Q1 | $826K | Buy |
43,243
+6,712
| +18% | +$128K | 0.57% | 47 |
|
2023
Q4 | $711K | Buy |
36,531
+267
| +0.7% | +$5.2K | 0.53% | 49 |
|
2023
Q3 | $677K | Buy |
36,264
+3,517
| +11% | +$65.6K | 0.56% | 55 |
|
2023
Q2 | $621K | Hold |
32,747
| – | – | 0.45% | 60 |
|
2023
Q1 | $625K | Buy |
+32,747
| New | +$625K | 0.46% | 58 |
|