WWA
WCG Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
12,002
-28
| -0.2% | -$550 | 0.02% | 325 |
|
|
2025
Q1 | $236K | Sell |
12,030
-901
| -7% | -$17.7K | 0.02% | 275 |
|
|
2024
Q4 | $252K | Sell |
12,931
-438
| -3% | -$8.54K | 0.02% | 290 |
|
|
2024
Q3 | $264K | Buy |
13,369
+178
| +1% | +$3.52K | 0.02% | 302 |
|
|
2024
Q2 | $254K | Buy |
+13,191
| New | +$254K | 0.02% | 270 |
|
|
2024
Q1 | – | Sell |
-19,198
| Closed | -$373K | – | 260 |
|
|
2023
Q4 | $373K | Buy |
+19,198
| New | +$373K | 0.03% | 271 |
|