LWL
Leo Wealth LLC’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 | $12.4M | Buy |
+598,265
| New | +$12.4M | 0.96% | 22 |
|
2025
Q1 | – | Sell |
-172,546
| Closed | -$3.56M | – | 278 |
|
2024
Q4 | $3.56M | Buy |
172,546
+33,350
| +24% | +$689K | 0.32% | 58 |
|
2024
Q3 | $2.87M | Buy |
139,196
+7,648
| +6% | +$158K | 0.26% | 66 |
|
2024
Q2 | $2.69M | Sell |
131,548
-9,978
| -7% | -$204K | 0.27% | 69 |
|
2024
Q1 | $2.89M | Hold |
141,526
| – | – | 0.3% | 60 |
|
2023
Q4 | $2.89M | Buy |
+141,526
| New | +$2.89M | 0.3% | 58 |
|