Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
80,878
+696
| +0.9% | +$13.7K | 0.01% | 1034 |
|
|
2025
Q1 | $1.57M | Buy |
80,182
+2,472
| +3% | +$48.4K | 0.01% | 918 |
|
|
2024
Q4 | $1.51M | Sell |
77,710
-1,614
| -2% | -$31.4K | 0.01% | 894 |
|
|
2024
Q3 | $1.56M | Buy |
79,324
+186
| +0.2% | +$3.67K | 0.01% | 811 |
|
|
2024
Q2 | $1.52M | Buy |
79,138
+10,440
| +15% | +$201K | 0.01% | 719 |
|
|
2024
Q1 | $1.33M | Buy |
68,698
+3,070
| +5% | +$59.2K | 0.01% | 746 |
|
|
2023
Q4 | $1.28M | Buy |
65,628
+1,048
| +2% | +$20.4K | 0.01% | 705 |
|
|
2023
Q3 | $1.21M | Buy |
64,580
+5,964
| +10% | +$112K | 0.01% | 670 |
|
|
2023
Q2 | $1.12M | Buy |
58,616
+5,182
| +10% | +$98.6K | 0.01% | 679 |
|
|
2023
Q1 | $1.03M | Buy |
53,434
+35,436
| +197% | +$684K | 0.01% | 656 |
|
|
2022
Q4 | $342K | Buy |
17,998
+16,273
| +943% | +$309K | ﹤0.01% | 911 |
|
|
2022
Q3 | $32K | Hold |
1,725
| – | – | ﹤0.01% | 1903 |
|
|
2022
Q2 | $33K | Buy |
+1,725
| New | +$33K | ﹤0.01% | 1827 |
|