Segment Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $988K | Sell |
52,850
-270
| -0.5% | -$5.05K | 0.06% | 160 |
|
2025
Q1 | $984K | Buy |
53,120
+400
| +0.8% | +$7.41K | 0.07% | 153 |
|
2024
Q4 | $967K | Buy |
52,720
+3,015
| +6% | +$55.3K | 0.07% | 152 |
|
2024
Q3 | $935K | Sell |
49,705
-1,225
| -2% | -$23K | 0.06% | 149 |
|
2024
Q2 | $925K | Hold |
50,930
| – | – | 0.07% | 152 |
|
2024
Q1 | $932K | Buy |
50,930
+30,160
| +145% | +$552K | 0.07% | 148 |
|
2023
Q4 | $385K | Hold |
20,770
| – | – | 0.03% | 192 |
|
2023
Q3 | $364K | Buy |
+20,770
| New | +$364K | 0.04% | 174 |
|