HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,710
| Closed | -$882K | – | 49 |
|
|
2024
Q3 | $882K | Buy |
44,710
+2,084
| +5% | +$41.1K | 0.57% | 23 |
|
|
2024
Q2 | $819K | Buy |
42,626
+3,942
| +10% | +$75.8K | 0.59% | 18 |
|
|
2024
Q1 | $746K | Buy |
38,684
+1,730
| +5% | +$33.4K | 0.55% | 19 |
|
|
2023
Q4 | $719K | Buy |
+36,954
| New | +$719K | 0.58% | 22 |
|