LWA
BSCM
Lineweaver Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,616
| Closed | -$358K | – | 143 |
|
|
2021
Q2 | $358K | Buy |
16,616
+29
| +0.2% | +$625 | 0.12% | 86 |
|
|
2021
Q1 | $358K | Sell |
16,587
-2,093
| -11% | -$45.2K | 0.13% | 80 |
|
|
2020
Q4 | $406K | Sell |
18,680
-6,063
| -25% | -$132K | 0.16% | 60 |
|
|
2020
Q3 | $540K | Buy |
24,743
+50
| +0.2% | +$1.09K | 0.24% | 49 |
|
|
2020
Q2 | $538K | Sell |
24,693
-646
| -3% | -$14.1K | 0.27% | 40 |
|
|
2020
Q1 | $536K | Buy |
25,339
+120
| +0.5% | +$2.54K | 0.34% | 35 |
|
|
2019
Q4 | $542K | Buy |
+25,219
| New | +$542K | 0.31% | 32 |
|