GSWM
BSCM
Golden State Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,581
| Closed | -$144K | – | 453 |
|
|
2020
Q3 | $144K | Sell |
6,581
-32,909
| -83% | -$720K | 0.05% | 226 |
|
|
2020
Q2 | $859K | Buy |
39,490
+32,909
| +500% | +$716K | 0.28% | 61 |
|
|
2020
Q1 | $139K | Buy |
+6,581
| New | +$139K | 0.06% | 206 |
|
|
2019
Q4 | – | Sell |
-6,581
| Closed | -$141K | – | 1097 |
|
|
2019
Q3 | $141K | Buy |
6,581
+6,400
| +3,536% | +$137K | 0.05% | 260 |
|
|
2019
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 959 |
|
|
2019
Q1 | $4K | Buy |
+181
| New | +$4K | ﹤0.01% | 964 |
|