CTWM
Cherry Tree Wealth Management’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Hold |
15,132
| – | – | 0.07% | 125 |
|
2025
Q1 | $308K | Hold |
15,132
| – | – | 0.07% | 126 |
|
2024
Q4 | $304K | Hold |
15,132
| – | – | 0.08% | 127 |
|
2024
Q3 | $317K | Hold |
15,132
| – | – | 0.08% | 134 |
|
2024
Q2 | $303K | Hold |
15,132
| – | – | 0.08% | 132 |
|
2024
Q1 | $306K | Buy |
+15,132
| New | +$306K | 0.08% | 131 |
|