Carolina Wealth Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Sell |
269,565
-20,541
| -7% | -$435K | 2.82% | 12 |
|
|
2025
Q1 | $6.06M | Buy |
290,106
+6,474
| +2% | +$135K | 3.27% | 10 |
|
|
2024
Q4 | $5.85M | Sell |
283,632
-536
| -0.2% | -$11.1K | 3.15% | 11 |
|
|
2024
Q3 | $6.13M | Sell |
284,168
-1,249
| -0.4% | -$27K | 3.12% | 11 |
|
|
2024
Q2 | $5.88M | Buy |
285,417
+61,783
| +28% | +$1.27M | 2.89% | 14 |
|
|
2024
Q1 | $4.66M | Buy |
223,634
+214,939
| +2,472% | +$4.48M | 2.53% | 15 |
|
|
2023
Q4 | $185K | Buy |
+8,695
| New | +$185K | 0.1% | 72 |
|