Summit Wealth Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,467
| Closed | -$200K | – | 160 |
|
|
2021
Q1 | $200K | Buy |
9,467
+6
| +0.1% | +$127 | 0.05% | 146 |
|
|
2020
Q4 | $201K | Buy |
9,461
+9
| +0.1% | +$191 | 0.05% | 141 |
|
|
2020
Q3 | $202K | Buy |
9,452
+7
| +0.1% | +$149 | 0.06% | 146 |
|
|
2020
Q2 | $202K | Buy |
+9,445
| New | +$202K | 0.07% | 142 |
|
|
2020
Q1 | – | Sell |
-9,427
| Closed | -$200K | – | 127 |
|
|
2019
Q4 | $200K | Buy |
+9,427
| New | +$200K | 0.07% | 117 |
|