TrinityPoint Wealth’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
Q4
$3.9M Buy
200,081
+24,641
+14% +$480K 0.55% 46
2024
Q3
$3.46M Buy
175,440
+75,333
+75% +$1.49M 0.5% 52
2024
Q2
$1.92M Buy
+100,107
New +$1.92M 0.3% 86