LWM
LongView Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
18,700
+3,500
| +23% | +$68.8K | 0.11% | 147 |
|
|
2025
Q1 | $298K | Hold |
15,200
| – | – | 0.09% | 166 |
|
|
2024
Q4 | $296K | Buy |
15,200
+2,500
| +20% | +$48.7K | 0.09% | 163 |
|
|
2024
Q3 | $250K | Buy |
+12,700
| New | +$250K | 0.08% | 176 |
|
|
2024
Q2 | – | Sell |
-13,000
| Closed | -$251K | – | 184 |
|
|
2024
Q1 | $251K | Hold |
13,000
| – | – | 0.1% | 155 |
|
|
2023
Q4 | $252K | Buy |
+13,000
| New | +$252K | 0.11% | 150 |
|