Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$387 | – | 685 |
|
|
2023
Q4 | $387 | Hold |
20
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $369 | Hold |
20
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $371 | Buy |
20
+1
| +5% | +$19 | ﹤0.01% | 664 |
|
|
2023
Q1 | $373 | Hold |
19
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $364 | Buy |
+19
| New | +$364 | ﹤0.01% | 743 |
|