HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-52,171
| Closed | -$884K | – | 52 |
|
|
2024
Q3 | $884K | Buy |
52,171
+1,805
| +4% | +$30.6K | 0.57% | 19 |
|
|
2024
Q2 | $819K | Buy |
50,366
+4,977
| +11% | +$80.9K | 0.59% | 19 |
|
|
2024
Q1 | $744K | Buy |
45,389
+2,117
| +5% | +$34.7K | 0.55% | 22 |
|
|
2023
Q4 | $720K | Buy |
+43,272
| New | +$720K | 0.58% | 20 |
|