LFPWM
BSCN
Leicht Financial Planning & Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-37,284
| Closed | -$795K | – | 73 |
|
|
2019
Q4 | $795K | Sell |
37,284
-30,474
| -45% | -$650K | 0.72% | 37 |
|
|
2019
Q3 | $1.44M | Buy |
67,758
+6,829
| +11% | +$145K | 1.38% | 24 |
|
|
2019
Q2 | $1.29M | Buy |
60,929
+29,637
| +95% | +$627K | 1.26% | 22 |
|
|
2019
Q1 | $651K | Buy |
+31,292
| New | +$651K | 0.67% | 36 |
|
|
2017
Q1 | – | Sell |
-13,785
| Closed | -$285K | – | 29 |
|
|
2016
Q4 | $285K | Buy |
+13,785
| New | +$285K | 0.26% | 29 |
|