SFWC
BSCO
Strategic Family Wealth Counselors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200,816
| Closed | -$4.24M | – | 148 |
|
|
2024
Q3 | $4.24M | Buy |
200,816
+50
| +0% | +$1.06K | 1.48% | 24 |
|
|
2024
Q2 | $4.23M | Sell |
200,766
-7,481
| -4% | -$158K | 1.61% | 22 |
|
|
2024
Q1 | $4.37M | Buy |
208,247
+10,954
| +6% | +$230K | 1.73% | 22 |
|
|
2023
Q4 | $4.12M | Sell |
197,293
-1,147
| -0.6% | -$24K | 1.73% | 21 |
|
|
2023
Q3 | $4.1M | Buy |
198,440
+775
| +0.4% | +$16K | 1.97% | 21 |
|
|
2023
Q2 | $4.07M | Buy |
197,665
+781
| +0.4% | +$16.1K | 1.87% | 21 |
|
|
2023
Q1 | $4.05M | Buy |
196,884
+19,555
| +11% | +$403K | 1.92% | 20 |
|
|
2022
Q4 | $3.63M | Sell |
177,329
-13,392
| -7% | -$274K | 1.8% | 21 |
|
|
2022
Q3 | $3.89M | Buy |
190,721
+2,814
| +1% | +$57.4K | 1.91% | 20 |
|
|
2022
Q2 | $3.9M | Buy |
187,907
+985
| +0.5% | +$20.4K | 1.87% | 21 |
|
|
2022
Q1 | $3.94M | Buy |
186,922
+28,257
| +18% | +$595K | 1.59% | 24 |
|
|
2021
Q4 | $3.46M | Buy |
158,665
+111,935
| +240% | +$2.44M | 1.11% | 27 |
|
|
2021
Q3 | $1.03M | Hold |
46,730
| – | – | 0.35% | 37 |
|
|
2021
Q2 | $1.04M | Buy |
46,730
+2,446
| +6% | +$54.3K | 0.34% | 37 |
|
|
2021
Q1 | $982K | Buy |
44,284
+6,342
| +17% | +$141K | 0.37% | 37 |
|
|
2020
Q4 | $850K | Buy |
37,942
+2,282
| +6% | +$51.1K | 0.44% | 37 |
|
|
2020
Q3 | $791K | Buy |
35,660
+2,475
| +7% | +$54.9K | 0.44% | 37 |
|
|
2020
Q2 | $731K | Buy |
33,185
+13,675
| +70% | +$301K | 0.46% | 39 |
|
|
2020
Q1 | $403K | Buy |
+19,510
| New | +$403K | 0.3% | 43 |
|