United Capital Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,239
| Closed | -$211K | – | 982 |
|
|
2023
Q1 | $211K | Hold |
10,239
| – | – | ﹤0.01% | 910 |
|
|
2022
Q4 | $210K | Sell |
10,239
-1,480
| -13% | -$30.3K | ﹤0.01% | 970 |
|
|
2022
Q3 | $239K | Buy |
+11,719
| New | +$239K | ﹤0.01% | 969 |
|
|
2016
Q2 | – | Sell |
-10,716
| Closed | -$221K | – | 1294 |
|
|
2016
Q1 | $221K | Sell |
10,716
-5,767
| -35% | -$119K | ﹤0.01% | 1100 |
|
|
2015
Q4 | $326K | Sell |
16,483
-426,075
| -96% | -$8.43M | ﹤0.01% | 995 |
|
|
2015
Q3 | $8.89M | Buy |
442,558
+39,538
| +10% | +$794K | 0.11% | 211 |
|
|
2015
Q2 | $8.06M | Sell |
403,020
-88,291
| -18% | -$1.76M | 0.09% | 255 |
|
|
2015
Q1 | $10.2M | Buy |
491,311
+111,104
| +29% | +$2.3M | 0.12% | 214 |
|
|
2014
Q4 | $7.78M | Buy |
+380,207
| New | +$7.78M | 0.12% | 198 |
|