United Capital Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,322
| Closed | -$275K | – | 1061 |
|
|
2024
Q4 | $275K | Sell |
13,322
-1,400
| -10% | -$28.9K | ﹤0.01% | 903 |
|
|
2024
Q3 | $304K | Buy |
14,722
+1,488
| +11% | +$30.7K | ﹤0.01% | 867 |
|
|
2024
Q2 | $271K | Buy |
13,234
+10
| +0.1% | +$204 | ﹤0.01% | 882 |
|
|
2024
Q1 | $270K | Buy |
+13,224
| New | +$270K | ﹤0.01% | 913 |
|
|
2023
Q2 | – | Sell |
-9,905
| Closed | -$201K | – | 900 |
|
|
2023
Q1 | $201K | Buy |
+9,905
| New | +$201K | ﹤0.01% | 922 |
|