Whitener Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $590K | Buy |
30,044
+2,198
| +8% | +$43.2K | 0.16% | 97 |
|
2025
Q1 | $546K | Sell |
27,846
-1,478
| -5% | -$29K | 0.15% | 97 |
|
2024
Q4 | $571K | Buy |
29,324
+13,414
| +84% | +$261K | 0.16% | 97 |
|
2024
Q3 | $314K | Buy |
+15,910
| New | +$314K | 0.09% | 129 |
|
2019
Q4 | – | Sell |
-4,650
| Closed | -$97K | – | 178 |
|
2019
Q3 | $97K | Hold |
4,650
| – | – | 0.05% | 167 |
|
2019
Q2 | $95K | Hold |
4,650
| – | – | 0.05% | 171 |
|
2019
Q1 | $91K | Buy |
+4,650
| New | +$91K | 0.06% | 166 |
|