YHB Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,923
| Closed | -$294K | – | 280 |
|
2022
Q1 | $294K | Sell |
13,923
-17,634
| -56% | -$372K | 0.03% | 245 |
|
2021
Q4 | $716K | Buy |
31,557
+3,934
| +14% | +$89.3K | 0.06% | 185 |
|
2021
Q3 | $633K | Buy |
27,623
+6,081
| +28% | +$139K | 0.05% | 189 |
|
2021
Q2 | $497K | Buy |
21,542
+12,341
| +134% | +$285K | 0.04% | 202 |
|
2021
Q1 | $210K | Buy |
+9,201
| New | +$210K | 0.02% | 286 |
|