YHB Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $197K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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