DWM Financial Group, Inc. BSCL Holdings History
DWM Financial Group, Inc.'s Invesco BulletShares 2021 Corporate Bond ETF Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 157,020.00 shares of Invesco BulletShares 2021 Corporate Bond ETF(BSCL), totaling $3.33 Mil. This investment constitutes 5.68% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.27% of the outstanding Invesco BulletShares 2021 Corporate Bond ETF(BSCL) stock.
The initial trade took place in 2019Q4. And since then DWM Financial Group, Inc. has made 2 purchases of BSCL, at an average price of $21.28, for a total of 302,670.00 shares. In addition, there have been 2 sales at an average price of $21.11 for 145,650.00 shares. Based on historical transaction data and BSCL's current price of $21.04, DWM Financial Group, Inc.'s estimated gain on his BSCL holdings is $-63,000.24, reflecting a -0.98% gain to date.
DWM Financial Group, Inc. BSCL ($21.04) Holding Chart
DWM Financial Group, Inc. BSCL ($21.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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