LWA
Lineweaver Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,681
| Closed | -$206K | – | 122 |
|
|
2023
Q1 | $206K | Buy |
10,681
+49
| +0.5% | +$946 | 0.06% | 120 |
|
|
2022
Q4 | $202K | Buy |
10,632
+44
| +0.4% | +$836 | 0.06% | 119 |
|
|
2022
Q3 | $197K | Buy |
10,588
+37
| +0.4% | +$688 | 0.06% | 121 |
|
|
2022
Q2 | $204K | Buy |
+10,551
| New | +$204K | 0.07% | 120 |
|
|
2022
Q1 | – | Sell |
-9,797
| Closed | -$211K | – | 141 |
|
|
2021
Q4 | $211K | Sell |
9,797
-5,100
| -34% | -$110K | 0.06% | 126 |
|
|
2021
Q3 | $325K | Buy |
14,897
+4,653
| +45% | +$102K | 0.1% | 105 |
|
|
2021
Q2 | $224K | Hold |
10,244
| – | – | 0.07% | 113 |
|
|
2021
Q1 | $221K | Hold |
10,244
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $229K | Buy |
+10,244
| New | +$229K | 0.09% | 89 |
|