KWM
Kaydan Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
11,519
-1,243
| -10% | -$25.7K | 0.08% | 97 |
|
|
2025
Q1 | $264K | Sell |
12,762
-977
| -7% | -$20.2K | 0.08% | 89 |
|
|
2024
Q4 | $284K | Sell |
13,739
-644
| -4% | -$13.3K | 0.09% | 86 |
|
|
2024
Q3 | $297K | Sell |
14,383
-1,238
| -8% | -$25.6K | 0.09% | 87 |
|
|
2024
Q2 | $319K | Buy |
15,621
+372
| +2% | +$7.61K | 0.11% | 79 |
|
|
2024
Q1 | $312K | Buy |
15,249
+915
| +6% | +$18.7K | 0.11% | 80 |
|
|
2023
Q4 | $293K | Sell |
14,334
-1,768
| -11% | -$36.2K | 0.12% | 84 |
|
|
2023
Q3 | $324K | Buy |
16,102
+1
| +0% | +$20 | 0.13% | 74 |
|
|
2023
Q2 | $324K | Buy |
16,101
+1
| +0% | +$20 | 0.14% | 73 |
|
|
2023
Q1 | $327K | Buy |
16,100
+1,438
| +10% | +$29.2K | 0.13% | 72 |
|
|
2022
Q4 | $295K | Buy |
14,662
+2,104
| +17% | +$42.4K | 0.12% | 73 |
|
|
2022
Q3 | $250K | Sell |
12,558
-954
| -7% | -$19K | 0.14% | 73 |
|
|
2022
Q2 | $276K | Sell |
13,512
-4,443
| -25% | -$90.8K | 0.15% | 74 |
|
|
2022
Q1 | $375K | Sell |
17,955
-1,297
| -7% | -$27.1K | 0.17% | 76 |
|
|
2021
Q4 | $422K | Buy |
+19,252
| New | +$422K | 0.16% | 66 |
|