Heritage Wealth Management (Arizona)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $89.3K | Buy |
4,360
+2,180
| +100% | +$44.7K | 0.01% | 427 |
|
|
2022
Q3 | $44K | Hold |
2,180
| – | – | 0.01% | 417 |
|
|
2022
Q2 | $45.2K | Hold |
2,180
| – | – | 0.02% | 440 |
|
|
2022
Q1 | $46K | Buy |
+2,180
| New | +$46K | 0.01% | 489 |
|
|
2021
Q3 | $155K | Sell |
7,010
-160
| -2% | -$3.54K | 0.06% | 261 |
|
|
2021
Q2 | $159K | Hold |
7,170
| – | – | 0.06% | 263 |
|
|
2021
Q1 | $159K | Buy |
+7,170
| New | +$159K | 0.09% | 195 |
|