Heritage Wealth Management (Arizona)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $26.5K | Buy |
1,400
+700
| +100% | +$13.2K | ﹤0.01% | 610 |
|
|
2022
Q3 | $13K | Hold |
700
| – | – | ﹤0.01% | 604 |
|
|
2022
Q2 | $13.5K | Hold |
700
| – | – | ﹤0.01% | 618 |
|
|
2022
Q1 | $14K | Buy |
+700
| New | +$14K | ﹤0.01% | 660 |
|
|
2021
Q3 | $78K | Hold |
3,650
| – | – | 0.03% | 384 |
|
|
2021
Q2 | $79K | Hold |
3,650
| – | – | 0.03% | 382 |
|
|
2021
Q1 | $78K | Buy |
+3,650
| New | +$78K | 0.04% | 288 |
|