Summit Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $242K | Buy |
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