Meridian Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,383
| Closed | -$241K | – | 567 |
|
|
2023
Q2 | $241K | Sell |
11,383
-4,596
| -29% | -$97.3K | 0.02% | 481 |
|
|
2023
Q1 | $337K | Hold |
15,979
| – | – | 0.03% | 392 |
|
|
2022
Q4 | $335K | Sell |
15,979
-132
| -0.8% | -$2.77K | 0.03% | 389 |
|
|
2022
Q3 | $336K | Sell |
16,111
-88,282
| -85% | -$1.84M | 0.04% | 343 |
|
|
2022
Q2 | $2.19M | Buy |
+104,393
| New | +$2.19M | 0.18% | 141 |
|
|
2019
Q3 | – | Sell |
-8,450
| Closed | -$1.79K | – | 552 |
|
|
2019
Q2 | $1.79K | Sell |
8,450
-12,500
| -60% | -$2.65K | 0.07% | 217 |
|
|
2019
Q1 | $436K | Hold |
20,950
| – | – | 0.2% | 92 |
|
|
2018
Q4 | $423K | Buy |
+20,950
| New | +$423K | 0.25% | 80 |
|