Souders Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-120,095
| Closed | -$2.52M | – | 158 |
|
|
2022
Q2 | $2.52M | Buy |
120,095
+6,312
| +6% | +$132K | 0.72% | 48 |
|
|
2022
Q1 | $2.4M | Buy |
113,783
+5,964
| +6% | +$126K | 0.69% | 47 |
|
|
2021
Q4 | $2.31M | Buy |
107,819
+4,871
| +5% | +$105K | 0.66% | 50 |
|
|
2021
Q3 | $2.23M | Buy |
102,948
+4,914
| +5% | +$106K | 0.72% | 48 |
|
|
2021
Q2 | $2.13M | Buy |
98,034
+3,451
| +4% | +$75K | 0.72% | 47 |
|
|
2021
Q1 | $2.06M | Buy |
94,583
+2,770
| +3% | +$60.3K | 0.81% | 43 |
|
|
2020
Q4 | $2.01M | Buy |
91,813
+1,904
| +2% | +$41.7K | 0.88% | 39 |
|
|
2020
Q3 | $1.97M | Buy |
89,909
+10,757
| +14% | +$235K | 0.93% | 38 |
|
|
2020
Q2 | $1.72M | Buy |
+79,152
| New | +$1.72M | 0.99% | 36 |
|