LWM
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Lakeridge Wealth Management’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
-12,630
Closed -$249K 155
2024
Q3
$249K Buy
12,630
+41
+0.3% +$809 0.14% 128
2024
Q2
$242K Buy
+12,589
New +$242K 0.15% 122