Sigma Investment Counselors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $413K | Hold |
20,993
| – | – | 0.02% | 149 |
|
2025
Q1 | $411K | Buy |
20,993
+2,495
| +13% | +$48.9K | 0.03% | 133 |
|
2024
Q4 | $360K | Sell |
18,498
-1,532
| -8% | -$29.8K | 0.02% | 149 |
|
2024
Q3 | $395K | Buy |
20,030
+2,372
| +13% | +$46.8K | 0.02% | 141 |
|
2024
Q2 | $339K | Sell |
17,658
-7,379
| -29% | -$142K | 0.02% | 148 |
|
2024
Q1 | $483K | Sell |
25,037
-1,700
| -6% | -$32.8K | 0.03% | 126 |
|
2023
Q4 | $520K | Buy |
+26,737
| New | +$520K | 0.04% | 123 |
|