IWP
BSCO
Insight Wealth Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45,252
| Closed | -$931K | – | 71 |
|
|
2023
Q2 | $931K | Hold |
45,252
| – | – | 0.22% | 30 |
|
|
2023
Q1 | $932K | Hold |
45,252
| – | – | 0.21% | 24 |
|
|
2022
Q4 | $927K | Sell |
45,252
-898
| -2% | -$18.4K | 0.69% | 23 |
|
|
2022
Q3 | $941K | Hold |
46,150
| – | – | 0.89% | 22 |
|
|
2022
Q2 | $957K | Sell |
46,150
-5,223
| -10% | -$108K | 0.72% | 24 |
|
|
2022
Q1 | $1.08M | Hold |
51,373
| – | – | 0.6% | 22 |
|
|
2021
Q4 | $1.12M | Hold |
51,373
| – | – | 0.21% | 23 |
|
|
2021
Q3 | $1.14M | Hold |
51,373
| – | – | 0.61% | 21 |
|
|
2021
Q2 | $1.14M | Hold |
51,373
| – | – | 0.61% | 23 |
|
|
2021
Q1 | $1.14M | Hold |
51,373
| – | – | 0.56% | 21 |
|
|
2020
Q4 | $1.15M | Buy |
51,373
+5,905
| +13% | +$132K | 0.7% | 21 |
|
|
2020
Q3 | $1.01M | Sell |
45,468
-308
| -0.7% | -$6.83K | 0.96% | 19 |
|
|
2020
Q2 | $1.01M | Sell |
45,776
-502
| -1% | -$11.1K | 1.04% | 12 |
|
|
2020
Q1 | $956K | Hold |
46,278
| – | – | 1.25% | 13 |
|
|
2019
Q4 | $994K | Buy |
+46,278
| New | +$994K | 0.99% | 15 |
|