Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,711
| Closed | -$73K | – | 614 |
|
|
2024
Q3 | $73K | Buy |
3,711
+184
| +5% | +$3.62K | 0.02% | 419 |
|
|
2024
Q2 | $67K | Buy |
3,527
+4
| +0.1% | +$76 | 0.02% | 426 |
|
|
2024
Q1 | $68K | Sell |
3,523
-49
| -1% | -$945 | 0.02% | 424 |
|
|
2023
Q4 | $69K | Sell |
3,572
-454
| -11% | -$8.77K | 0.02% | 401 |
|
|
2023
Q3 | $75.4K | Buy |
+4,026
| New | +$75.4K | 0.03% | 373 |
|
|
2023
Q1 | $90K | Buy |
+4,643
| New | +$90K | 0.03% | 326 |
|
|
2022
Q4 | – | Sell |
-7,570
| Closed | -$140K | – | 420 |
|
|
2022
Q3 | $140K | Buy |
+7,570
| New | +$140K | 0.06% | 211 |
|