Bradley & Co Private Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,340
| Closed | -$127K | – | 174 |
|
|
2022
Q3 | $127K | Hold |
7,340
| – | – | 0.15% | 46 |
|
|
2022
Q2 | $133K | Sell |
7,340
-5,108
| -41% | -$92.6K | 0.15% | 54 |
|
|
2022
Q1 | $242K | Sell |
12,448
-11,053
| -47% | -$215K | 0.21% | 43 |
|
|
2021
Q4 | $492K | Buy |
23,501
+7,405
| +46% | +$155K | 0.39% | 34 |
|
|
2021
Q3 | $340K | Hold |
16,096
| – | – | 0.29% | 38 |
|
|
2021
Q2 | $342K | Hold |
16,096
| – | – | 0.3% | 40 |
|
|
2021
Q1 | $333K | Buy |
+16,096
| New | +$333K | 0.31% | 42 |
|