LWA
Lineweaver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,978
| Closed | -$221K | – | 128 |
|
|
2023
Q3 | $221K | Buy |
10,978
+97
| +0.9% | +$1.95K | 0.06% | 125 |
|
|
2023
Q2 | $219K | Sell |
10,881
-2,110
| -16% | -$42.5K | 0.06% | 109 |
|
|
2023
Q1 | $263K | Buy |
12,991
+96
| +0.7% | +$1.95K | 0.08% | 110 |
|
|
2022
Q4 | $260K | Buy |
12,895
+88
| +0.7% | +$1.77K | 0.08% | 111 |
|
|
2022
Q3 | $255K | Buy |
12,807
+76
| +0.6% | +$1.51K | 0.08% | 112 |
|
|
2022
Q2 | $260K | Sell |
12,731
-737
| -5% | -$15.1K | 0.09% | 112 |
|
|
2022
Q1 | $281K | Buy |
13,468
+57
| +0.4% | +$1.19K | 0.08% | 119 |
|
|
2021
Q4 | $293K | Sell |
13,411
-1,866
| -12% | -$40.8K | 0.08% | 109 |
|
|
2021
Q3 | $339K | Buy |
15,277
+63
| +0.4% | +$1.4K | 0.1% | 100 |
|
|
2021
Q2 | $339K | Buy |
15,214
+66
| +0.4% | +$1.47K | 0.11% | 93 |
|
|
2021
Q1 | $335K | Buy |
15,148
+69
| +0.5% | +$1.53K | 0.12% | 84 |
|
|
2020
Q4 | $341K | Buy |
15,079
+558
| +4% | +$12.6K | 0.13% | 70 |
|
|
2020
Q3 | $324K | Buy |
14,521
+54
| +0.4% | +$1.21K | 0.14% | 66 |
|
|
2020
Q2 | $321K | Sell |
14,467
-1,329
| -8% | -$29.5K | 0.16% | 59 |
|
|
2020
Q1 | $324K | Buy |
15,796
+1,481
| +10% | +$30.4K | 0.2% | 52 |
|
|
2019
Q4 | $307K | Buy |
+14,315
| New | +$307K | 0.17% | 51 |
|