WIM
Waycross Investment Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,241
| Closed | -$578K | – | 58 |
|
|
2023
Q4 | $578K | Sell |
28,241
-210,361
| -88% | -$4.3M | 0.64% | 38 |
|
|
2023
Q3 | $4.8M | Sell |
238,602
-8,028
| -3% | -$161K | 5.52% | 4 |
|
|
2023
Q2 | $4.96M | Sell |
246,630
-23,430
| -9% | -$472K | 5.18% | 4 |
|
|
2023
Q1 | $5.48M | Buy |
270,060
+1,540
| +0.6% | +$31.2K | 5.48% | 3 |
|
|
2022
Q4 | $5.41M | Buy |
+268,520
| New | +$5.41M | 5.46% | 3 |
|