Key Financial Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
67,181
+4,905
| +8% | +$96.4K | 0.27% | 68 |
|
|
2025
Q1 | $1.22M | Buy |
62,276
+3,220
| +5% | +$63.1K | 0.27% | 66 |
|
|
2024
Q4 | $1.15M | Buy |
59,056
+25,616
| +77% | +$499K | 0.26% | 70 |
|
|
2024
Q3 | $659K | Buy |
33,440
+15,440
| +86% | +$304K | 0.15% | 126 |
|
|
2024
Q2 | $346K | Buy |
18,000
+11,058
| +159% | +$213K | 0.08% | 177 |
|
|
2024
Q1 | $134K | Buy |
6,942
+3,436
| +98% | +$66.3K | 0.03% | 268 |
|
|
2023
Q4 | $68.2K | Buy |
3,506
+2,346
| +202% | +$45.6K | 0.02% | 375 |
|
|
2023
Q3 | $21.7K | Hold |
1,160
| – | – | 0.01% | 549 |
|
|
2023
Q2 | $22.1K | Hold |
1,160
| – | – | 0.01% | 555 |
|
|
2023
Q1 | $22.4K | Hold |
1,160
| – | – | 0.01% | 524 |
|
|
2022
Q4 | $21.6K | Hold |
1,160
| – | – | 0.01% | 482 |
|
|
2022
Q3 | $22K | Hold |
1,160
| – | – | 0.01% | 480 |
|
|
2022
Q2 | $23K | Hold |
1,160
| – | – | 0.01% | 477 |
|
|
2022
Q1 | $23K | Hold |
1,160
| – | – | 0.01% | 474 |
|
|
2021
Q4 | $25K | Hold |
1,160
| – | – | 0.01% | 446 |
|
|
2021
Q3 | $25K | Hold |
1,160
| – | – | 0.01% | 429 |
|
|
2021
Q2 | $26K | Hold |
1,160
| – | – | 0.01% | 427 |
|
|
2021
Q1 | $25K | Hold |
1,160
| – | – | 0.02% | 358 |
|
|
2020
Q4 | $26K | Buy |
+1,160
| New | +$26K | 0.02% | 331 |
|
|
2020
Q2 | – | Sell |
-6,633
| Closed | -$131K | – | 156 |
|
|
2020
Q1 | $131K | Buy |
+6,633
| New | +$131K | 0.13% | 125 |
|