IWP
BSCL
Insight Wealth Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-46,074
| Closed | -$972K | – | 82 |
|
|
2021
Q3 | $972K | Hold |
46,074
| – | – | 0.52% | 25 |
|
|
2021
Q2 | $972K | Hold |
46,074
| – | – | 0.52% | 27 |
|
|
2021
Q1 | $974K | Hold |
46,074
| – | – | 0.48% | 26 |
|
|
2020
Q4 | $977K | Buy |
46,074
+5,232
| +13% | +$111K | 0.6% | 25 |
|
|
2020
Q3 | $871K | Sell |
40,842
-301
| -0.7% | -$6.42K | 0.83% | 22 |
|
|
2020
Q2 | $879K | Sell |
41,143
-490
| -1% | -$10.5K | 0.9% | 17 |
|
|
2020
Q1 | $873K | Hold |
41,633
| – | – | 1.14% | 16 |
|
|
2019
Q4 | $884K | Buy |
+41,633
| New | +$884K | 0.88% | 20 |
|