IWP
BSCM
Insight Wealth Partners’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 |
-42,578
| Closed | -$902K | – | 65 |
|
|
2022
Q3 | $902K | Hold |
42,578
| – | – | 0.85% | 25 |
|
|
2022
Q2 | $902K | Sell |
42,578
-5,157
| -11% | -$109K | 0.68% | 26 |
|
|
2022
Q1 | $1.02M | Hold |
47,735
| – | – | 0.56% | 27 |
|
|
2021
Q4 | $1.02M | Hold |
47,735
| – | – | 0.19% | 27 |
|
|
2021
Q3 | $1.03M | Hold |
47,735
| – | – | 0.55% | 24 |
|
|
2021
Q2 | $1.03M | Hold |
47,735
| – | – | 0.55% | 25 |
|
|
2021
Q1 | $1.03M | Hold |
47,735
| – | – | 0.51% | 24 |
|
|
2020
Q4 | $1.04M | Buy |
47,735
+5,108
| +12% | +$111K | 0.64% | 24 |
|
|
2020
Q3 | $931K | Sell |
42,627
-300
| -0.7% | -$6.55K | 0.89% | 21 |
|
|
2020
Q2 | $937K | Sell |
42,927
-489
| -1% | -$10.7K | 0.96% | 15 |
|
|
2020
Q1 | $920K | Hold |
43,416
| – | – | 1.2% | 15 |
|
|
2019
Q4 | $934K | Buy |
+43,416
| New | +$934K | 0.93% | 17 |
|