Souders Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-119,022
| Closed | -$2.52M | – | 159 |
|
2022
Q2 | $2.52M | Buy |
119,022
+5,637
| +5% | +$119K | 0.73% | 47 |
|
2022
Q1 | $2.41M | Buy |
113,385
+5,225
| +5% | +$111K | 0.7% | 46 |
|
2021
Q4 | $2.31M | Buy |
108,160
+4,602
| +4% | +$98.5K | 0.66% | 51 |
|
2021
Q3 | $2.23M | Buy |
103,558
+5,073
| +5% | +$109K | 0.72% | 49 |
|
2021
Q2 | $2.13M | Buy |
98,485
+3,868
| +4% | +$83.5K | 0.72% | 48 |
|
2021
Q1 | $2.05M | Buy |
94,617
+2,876
| +3% | +$62.3K | 0.8% | 44 |
|
2020
Q4 | $2M | Buy |
91,741
+1,947
| +2% | +$42.3K | 0.87% | 40 |
|
2020
Q3 | $1.96M | Buy |
89,794
+10,975
| +14% | +$240K | 0.93% | 39 |
|
2020
Q2 | $1.72M | Buy |
78,819
+69,298
| +728% | +$1.51M | 0.98% | 37 |
|
2020
Q1 | $202K | Buy |
+9,521
| New | +$202K | 0.18% | 85 |
|