HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-36,547
| Closed | -$715K | – | 48 |
|
2024
Q3 | $715K | Buy |
36,547
+1,822
| +5% | +$35.6K | 0.46% | 27 |
|
2024
Q2 | $666K | Buy |
34,725
+3,189
| +10% | +$61.1K | 0.48% | 27 |
|
2024
Q1 | $606K | Buy |
31,536
+1,416
| +5% | +$27.2K | 0.45% | 27 |
|
2023
Q4 | $581K | Buy |
+30,120
| New | +$581K | 0.47% | 25 |
|