PWA
Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
7,982
-1,795
| -18% | -$35.3K | 0.02% | 132 |
|
|
2025
Q1 | $192K | Sell |
9,777
-27,503
| -74% | -$539K | 0.03% | 135 |
|
|
2024
Q4 | $726K | Sell |
37,280
-174,751
| -82% | -$3.4M | 0.09% | 61 |
|
|
2024
Q3 | $4.18M | Buy |
212,031
+2,870
| +1% | +$56.6K | 0.52% | 18 |
|
|
2024
Q2 | $4.02M | Buy |
+209,161
| New | +$4.02M | 0.56% | 17 |
|