OIA
Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
9,300
+6,300
| +210% | +$124K | 0.08% | 185 |
|
|
2025
Q1 | $58.8K | Buy |
3,000
+2,000
| +200% | +$39.2K | 0.03% | 315 |
|
|
2024
Q4 | $19.5K | Hold |
1,000
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $19.7K | Hold |
1,000
| – | – | 0.01% | 454 |
|
|
2024
Q2 | $19.2K | Hold |
1,000
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $19.3K | Buy |
+1,000
| New | +$19.3K | 0.01% | 458 |
|
|
2022
Q4 | – | Sell |
-114
| Closed | -$2K | – | 762 |
|
|
2022
Q3 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 714 |
|