HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,915
| Closed | -$882K | – | 50 |
|
|
2024
Q3 | $882K | Buy |
42,915
+1,869
| +5% | +$38.4K | 0.57% | 22 |
|
|
2024
Q2 | $819K | Buy |
41,046
+3,890
| +10% | +$77.6K | 0.59% | 20 |
|
|
2024
Q1 | $746K | Buy |
37,156
+1,677
| +5% | +$33.7K | 0.55% | 20 |
|
|
2023
Q4 | $720K | Buy |
+35,479
| New | +$720K | 0.58% | 21 |
|