SWA
Sutton Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $153K | Sell |
8,161
-237
| -3% | -$4.45K | 0.08% | 126 |
|
|
2023
Q2 | $159K | Buy |
8,398
+2,542
| +43% | +$48.2K | 0.08% | 129 |
|
|
2023
Q1 | $112K | Buy |
5,856
+1,562
| +36% | +$29.9K | 0.06% | 151 |
|
|
2022
Q4 | $81.3K | Hold |
4,294
| – | – | 0.03% | 283 |
|
|
2022
Q3 | $80K | Sell |
4,294
-907
| -17% | -$16.9K | 0.03% | 277 |
|
|
2022
Q2 | $100K | Hold |
5,201
| – | – | 0.04% | 239 |
|
|
2022
Q1 | $104K | Hold |
5,201
| – | – | 0.04% | 244 |
|
|
2021
Q4 | $110K | Sell |
5,201
-1,652
| -24% | -$35K | 0.04% | 242 |
|
|
2021
Q3 | $147K | Hold |
6,853
| – | – | 0.05% | 204 |
|
|
2021
Q2 | $148K | Hold |
6,853
| – | – | 0.05% | 207 |
|
|
2021
Q1 | $146K | Hold |
6,853
| – | – | 0.06% | 202 |
|
|
2020
Q4 | $150K | Hold |
6,853
| – | – | 0.06% | 186 |
|
|
2020
Q3 | $148K | Hold |
6,853
| – | – | 0.07% | 170 |
|
|
2020
Q2 | $147K | Hold |
6,853
| – | – | 0.08% | 167 |
|
|
2020
Q1 | $135K | Hold |
6,853
| – | – | 0.08% | 162 |
|
|
2019
Q4 | $141K | Hold |
6,853
| – | – | 0.07% | 183 |
|
|
2019
Q3 | $140K | Hold |
6,853
| – | – | 0.08% | 180 |
|
|
2019
Q2 | $138K | Hold |
6,853
| – | – | 0.08% | 175 |
|
|
2019
Q1 | $134K | Buy |
+6,853
| New | +$134K | 0.08% | 176 |
|