CTWM
Cherry Tree Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Hold |
15,366
| – | – | 0.06% | 145 |
|
2025
Q1 | $251K | Hold |
15,366
| – | – | 0.06% | 146 |
|
2024
Q4 | $247K | Hold |
15,366
| – | – | 0.06% | 147 |
|
2024
Q3 | $256K | Hold |
15,366
| – | – | 0.06% | 148 |
|
2024
Q2 | $245K | Hold |
15,366
| – | – | 0.06% | 149 |
|
2024
Q1 | $248K | Buy |
+15,366
| New | +$248K | 0.06% | 148 |
|