BHWA
Beacon Harbor Wealth Advisors’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-381,016
| Closed | -$7.96M | – | 77 |
|
|
2025
Q1 | $7.96M | Buy |
381,016
+14,434
| +4% | +$302K | 1.85% | 17 |
|
|
2024
Q4 | $7.56M | Buy |
366,582
+22,503
| +7% | +$464K | 1.76% | 16 |
|
|
2024
Q3 | $7.43M | Buy |
344,079
+15,210
| +5% | +$328K | 1.77% | 20 |
|
|
2024
Q2 | $6.78M | Buy |
328,869
+12,374
| +4% | +$255K | 1.76% | 19 |
|
|
2024
Q1 | $6.6M | Buy |
+316,495
| New | +$6.6M | 1.75% | 20 |
|