Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $794K | Buy |
40,410
+615
| +2% | +$12.1K | 0.26% | 111 |
|
2025
Q1 | $780K | Buy |
39,795
+2,537
| +7% | +$49.7K | 0.28% | 104 |
|
2024
Q4 | $726K | Buy |
37,258
+133
| +0.4% | +$2.59K | 0.26% | 106 |
|
2024
Q3 | $732K | Buy |
37,125
+515
| +1% | +$10.2K | 0.27% | 107 |
|
2024
Q2 | $704K | Hold |
36,610
| – | – | 0.28% | 104 |
|
2024
Q1 | $706K | Buy |
36,610
+4,002
| +12% | +$77.2K | 0.29% | 102 |
|
2023
Q4 | $634K | Sell |
32,608
-822
| -2% | -$16K | 0.3% | 103 |
|
2023
Q3 | $626K | Sell |
33,430
-164
| -0.5% | -$3.07K | 0.33% | 98 |
|
2023
Q2 | $642K | Sell |
33,594
-708
| -2% | -$13.5K | 0.34% | 99 |
|
2023
Q1 | $662K | Buy |
34,302
+1,818
| +6% | +$35.1K | 0.37% | 93 |
|
2022
Q4 | $631K | Buy |
32,484
+4,650
| +17% | +$90.3K | 0.38% | 93 |
|
2022
Q3 | $514K | Buy |
27,834
+5,835
| +27% | +$108K | 0.34% | 101 |
|
2022
Q2 | $427K | Buy |
21,999
+1,180
| +6% | +$22.9K | 0.3% | 110 |
|
2022
Q1 | $406K | Sell |
20,819
-54
| -0.3% | -$1.05K | 0.28% | 108 |
|
2021
Q4 | $431K | Buy |
+20,873
| New | +$431K | 0.28% | 102 |
|