FWA
FSM Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,000
| Closed | -$288K | – | 160 |
|
2024
Q1 | $288K | Hold |
15,000
| – | – | 0.1% | 126 |
|
2023
Q4 | $290K | Hold |
15,000
| – | – | 0.12% | 118 |
|
2023
Q3 | $282K | Hold |
15,000
| – | – | 0.14% | 115 |
|
2023
Q2 | $284K | Hold |
15,000
| – | – | 0.14% | 124 |
|
2023
Q1 | $287K | Hold |
15,000
| – | – | 0.17% | 120 |
|
2022
Q4 | $284K | Hold |
15,000
| – | – | 0.2% | 112 |
|
2022
Q3 | $280K | Hold |
15,000
| – | – | 0.23% | 107 |
|
2022
Q2 | $293K | Buy |
+15,000
| New | +$293K | 0.29% | 85 |
|