Glass Jacobson Investment Advisors’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 | $458K | Buy |
+23,330
| New | +$458K | 0.18% | 120 |
|
2024
Q2 | – | Sell |
-3,052
| Closed | -$58.9K | – | 764 |
|
2024
Q1 | $58.9K | Buy |
3,052
+30
| +1% | +$579 | 0.02% | 330 |
|
2023
Q4 | $58.8K | Sell |
3,022
-592
| -16% | -$11.5K | 0.02% | 320 |
|
2023
Q3 | $67.7K | Buy |
3,614
+36
| +1% | +$674 | 0.03% | 302 |
|
2023
Q2 | $68.1K | Buy |
+3,578
| New | +$68.1K | 0.03% | 303 |
|
2022
Q4 | $66.7K | Buy |
+3,514
| New | +$66.7K | 0.03% | 308 |
|