Strategic Family Wealth Counselors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
80,158
+15,168
| +23% | +$314K | 0.47% | 49 |
|
|
2025
Q1 | $1.34M | Buy |
64,990
+8,214
| +14% | +$170K | 0.44% | 52 |
|
|
2024
Q4 | $1.17M | Sell |
56,776
-13,306
| -19% | -$275K | 0.38% | 55 |
|
|
2024
Q3 | $1.45M | Buy |
70,082
+10,735
| +18% | +$222K | 0.51% | 45 |
|
|
2024
Q2 | $1.21M | Sell |
59,347
-1,228
| -2% | -$25.1K | 0.46% | 45 |
|
|
2024
Q1 | $1.24M | Buy |
60,575
+12,353
| +26% | +$252K | 0.49% | 47 |
|
|
2023
Q4 | $986K | Buy |
48,222
+363
| +0.8% | +$7.43K | 0.41% | 48 |
|
|
2023
Q3 | $962K | Buy |
47,859
+347
| +0.7% | +$6.98K | 0.46% | 43 |
|
|
2023
Q2 | $956K | Buy |
47,512
+337
| +0.7% | +$6.78K | 0.44% | 41 |
|
|
2023
Q1 | $957K | Buy |
47,175
+10,860
| +30% | +$220K | 0.45% | 42 |
|
|
2022
Q4 | $731K | Sell |
36,315
-8,971
| -20% | -$181K | 0.36% | 48 |
|
|
2022
Q3 | $903K | Buy |
45,286
+2,969
| +7% | +$59.2K | 0.44% | 39 |
|
|
2022
Q2 | $865K | Buy |
42,317
+2,179
| +5% | +$44.5K | 0.42% | 38 |
|
|
2022
Q1 | $839K | Buy |
40,138
+14,407
| +56% | +$301K | 0.34% | 44 |
|
|
2021
Q4 | $564K | Buy |
25,731
+14,959
| +139% | +$328K | 0.18% | 57 |
|
|
2021
Q3 | $239K | Hold |
10,772
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $240K | Sell |
10,772
-772
| -7% | -$17.2K | 0.08% | 73 |
|
|
2021
Q1 | $256K | Buy |
11,544
+2,516
| +28% | +$55.8K | 0.1% | 67 |
|
|
2020
Q4 | $204K | Hold |
9,028
| – | – | 0.11% | 76 |
|
|
2020
Q3 | $202K | Hold |
9,028
| – | – | 0.11% | 70 |
|
|
2020
Q2 | $201K | Buy |
+9,028
| New | +$201K | 0.13% | 71 |
|