CWA
Continuum Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.48M | Sell |
71,671
-4,289
| -6% | -$88.7K | 0.71% | 16 |
|
2025
Q1 | $1.57M | Sell |
75,960
-6,153
| -7% | -$127K | 0.81% | 15 |
|
2024
Q4 | $1.7M | Buy |
82,113
+54,411
| +196% | +$1.12M | 0.86% | 17 |
|
2024
Q3 | $572K | Sell |
27,702
-18,240
| -40% | -$377K | 0.31% | 30 |
|
2024
Q2 | $940K | Buy |
45,942
+17,745
| +63% | +$363K | 0.49% | 18 |
|
2024
Q1 | $576K | Buy |
28,197
+9,842
| +54% | +$201K | 0.33% | 28 |
|
2023
Q4 | $375K | Buy |
+18,355
| New | +$375K | 0.24% | 32 |
|