HSWS
Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-53,005
| Closed | -$884K | – | 53 |
|
|
2024
Q3 | $884K | Buy |
53,005
+1,802
| +4% | +$30K | 0.57% | 20 |
|
|
2024
Q2 | $817K | Buy |
51,203
+5,148
| +11% | +$82.1K | 0.59% | 22 |
|
|
2024
Q1 | $742K | Buy |
46,055
+2,196
| +5% | +$35.4K | 0.55% | 23 |
|
|
2023
Q4 | $720K | Buy |
+43,859
| New | +$720K | 0.58% | 19 |
|