KWM
Kaydan Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Buy |
12,489
+1
| +0% | +$20 | 0.08% | 96 |
|
2025
Q1 | $245K | Buy |
12,488
+2
| +0% | +$39 | 0.08% | 95 |
|
2024
Q4 | $243K | Buy |
12,486
+1
| +0% | +$19 | 0.08% | 94 |
|
2024
Q3 | $246K | Buy |
12,485
+257
| +2% | +$5.07K | 0.07% | 95 |
|
2024
Q2 | $235K | Buy |
12,228
+395
| +3% | +$7.59K | 0.08% | 92 |
|
2024
Q1 | $228K | Buy |
11,833
+1,038
| +10% | +$20K | 0.08% | 94 |
|
2023
Q4 | $210K | Buy |
10,795
+2
| +0% | +$39 | 0.09% | 95 |
|
2023
Q3 | $202K | Buy |
10,793
+1
| +0% | +$19 | 0.08% | 92 |
|
2023
Q2 | $205K | Buy |
10,792
+1
| +0% | +$19 | 0.09% | 89 |
|
2023
Q1 | $208K | Buy |
+10,791
| New | +$208K | 0.09% | 85 |
|