LWA
Ledgewood Wealth Advisors’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 | $10.1M | Sell |
487,732
-9,587
| -2% | -$198K | 6.36% | 6 |
|
|
2025
Q1 | $10.3M | Buy |
497,319
+20,840
| +4% | +$431K | 6.63% | 5 |
|
|
2024
Q4 | $9.84M | Buy |
476,479
+185,240
| +64% | +$3.83M | 6.35% | 6 |
|
|
2024
Q3 | $6.01M | Buy |
291,239
+45,472
| +19% | +$939K | 4.05% | 7 |
|
|
2024
Q2 | $5.03M | Buy |
245,767
+55,316
| +29% | +$1.13M | 4.33% | 9 |
|
|
2024
Q1 | $3.89M | Buy |
190,451
+29,317
| +18% | +$599K | 3.61% | 10 |
|
|
2023
Q4 | $3.3M | Buy |
+161,134
| New | +$3.3M | 3.04% | 13 |
|