CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.3M | Buy |
1,226,816
+47,603
| +4% | +$983K | 2.28% | 11 |
|
|
2024
Q3 | $24.4M | Buy |
1,179,213
+27,135
| +2% | +$560K | 2.17% | 13 |
|
|
2024
Q2 | $23.6M | Buy |
1,152,078
+40,057
| +4% | +$819K | 7.61% | 6 |
|
|
2024
Q1 | $22.7M | Buy |
1,112,021
+130,062
| +13% | +$2.66M | 2.26% | 12 |
|
|
2023
Q4 | $20.1M | Sell |
981,959
-277
| -0% | -$5.67K | 2.38% | 14 |
|
|
2023
Q3 | $19.8M | Sell |
982,236
-13,534
| -1% | -$272K | 2.4% | 13 |
|
|
2023
Q2 | $20M | Buy |
995,770
+43,759
| +5% | +$881K | 2.58% | 13 |
|
|
2023
Q1 | $19.3M | Buy |
952,011
+40,907
| +4% | +$830K | 2.42% | 14 |
|
|
2022
Q4 | $18.4M | Buy |
911,104
+34,553
| +4% | +$696K | 2.55% | 14 |
|
|
2022
Q3 | $17.5M | Buy |
+876,551
| New | +$17.5M | 2.53% | 14 |
|