SWM
Sculati Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
23,581
-17,571
| -43% | -$363K | 0.18% | 87 |
|
|
2025
Q1 | $851K | Sell |
41,152
-1,105
| -3% | -$22.9K | 0.34% | 63 |
|
|
2024
Q4 | $873K | Sell |
42,257
-6
| -0% | -$124 | 0.34% | 61 |
|
|
2024
Q3 | $873K | Buy |
42,263
+476
| +1% | +$9.83K | 0.35% | 65 |
|
|
2024
Q2 | $855K | Buy |
41,787
+2,741
| +7% | +$56.1K | 0.37% | 63 |
|
|
2024
Q1 | $798K | Buy |
39,046
+20,797
| +114% | +$425K | 0.34% | 64 |
|
|
2023
Q4 | $373K | Buy |
18,249
+3,844
| +27% | +$78.6K | 0.17% | 80 |
|
|
2023
Q3 | $290K | Buy |
14,405
+2,475
| +21% | +$49.8K | 0.15% | 85 |
|
|
2023
Q2 | $240K | Buy |
11,930
+691
| +6% | +$13.9K | 0.12% | 93 |
|
|
2023
Q1 | $228K | Buy |
+11,239
| New | +$228K | 0.12% | 102 |
|