BAM
Bruderman Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,205
| Closed | -$263K | – | 76 |
|
|
2021
Q4 | $263K | Sell |
12,205
-93,855
| -88% | -$2.02M | 0.2% | 86 |
|
|
2021
Q3 | $2.32M | Buy |
+106,060
| New | +$2.32M | 0.58% | 59 |
|
|
2021
Q2 | – | Sell |
-95,186
| Closed | -$2.06M | – | 93 |
|
|
2021
Q1 | $2.06M | Sell |
95,186
-14,080
| -13% | -$304K | 0.57% | 58 |
|
|
2020
Q4 | $2.45M | Buy |
+109,266
| New | +$2.45M | 0.71% | 49 |
|