LWA
BSCN
Lineweaver Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,589
| Closed | -$286K | – | 158 |
|
|
2022
Q1 | $286K | Buy |
13,589
+30
| +0.2% | +$631 | 0.08% | 118 |
|
|
2021
Q4 | $290K | Sell |
13,559
-2,078
| -13% | -$44.4K | 0.08% | 112 |
|
|
2021
Q3 | $338K | Buy |
15,637
+35
| +0.2% | +$757 | 0.1% | 102 |
|
|
2021
Q2 | $339K | Buy |
15,602
+38
| +0.2% | +$826 | 0.11% | 94 |
|
|
2021
Q1 | $338K | Buy |
15,564
+43
| +0.3% | +$934 | 0.12% | 83 |
|
|
2020
Q4 | $339K | Sell |
15,521
-6,231
| -29% | -$136K | 0.13% | 71 |
|
|
2020
Q3 | $473K | Buy |
21,752
+54
| +0.2% | +$1.17K | 0.21% | 54 |
|
|
2020
Q2 | $472K | Sell |
21,698
-656
| -3% | -$14.3K | 0.24% | 46 |
|
|
2020
Q1 | $463K | Buy |
22,354
+112
| +0.5% | +$2.32K | 0.29% | 41 |
|
|
2019
Q4 | $473K | Buy |
+22,242
| New | +$473K | 0.27% | 37 |
|