Meridian Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,418
| Closed | -$235K | – | 565 |
|
2023
Q2 | $235K | Sell |
11,418
-4,182
| -27% | -$86K | 0.02% | 489 |
|
2023
Q1 | $321K | Sell |
15,600
-1,389
| -8% | -$28.6K | 0.03% | 413 |
|
2022
Q4 | $348K | Hold |
16,989
| – | – | 0.03% | 381 |
|
2022
Q3 | $346K | Sell |
16,989
-77,178
| -82% | -$1.57M | 0.04% | 339 |
|
2022
Q2 | $1.95M | Buy |
+94,167
| New | +$1.95M | 0.16% | 150 |
|