GWAM
BSCM
Guardian Wealth Advisors (Minnesota)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-53,150
| Closed | -$1.13M | – | 66 |
|
|
2022
Q3 | $1.13M | Sell |
53,150
-21,200
| -29% | -$449K | 1.09% | 15 |
|
|
2022
Q2 | $1.58M | Sell |
74,350
-19,340
| -21% | -$410K | 1.45% | 15 |
|
|
2022
Q1 | $1.99M | Sell |
93,690
-5,760
| -6% | -$122K | 1.64% | 14 |
|
|
2021
Q4 | $2.13M | Sell |
99,450
-6,800
| -6% | -$145K | 1.7% | 14 |
|
|
2021
Q3 | $2.29M | Buy |
106,250
+630
| +0.6% | +$13.6K | 2.03% | 14 |
|
|
2021
Q2 | $2.28M | Sell |
105,620
-810
| -0.8% | -$17.5K | 1.97% | 14 |
|
|
2021
Q1 | $2.3M | Buy |
106,430
+4,460
| +4% | +$96.5K | 2.13% | 13 |
|
|
2020
Q4 | $2.22M | Buy |
+101,970
| New | +$2.22M | 2.2% | 13 |
|