HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46,912
| Closed | -$882K | – | 51 |
|
|
2024
Q3 | $882K | Buy |
46,912
+1,841
| +4% | +$34.6K | 0.57% | 21 |
|
|
2024
Q2 | $818K | Buy |
45,071
+4,346
| +11% | +$78.9K | 0.59% | 21 |
|
|
2024
Q1 | $745K | Buy |
40,725
+1,866
| +5% | +$34.1K | 0.55% | 21 |
|
|
2023
Q4 | $721K | Buy |
+38,859
| New | +$721K | 0.58% | 18 |
|