MTWM
BSCN
Masso Torrence Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,902
| Closed | -$457K | – | 106 |
|
|
2022
Q3 | $457K | Buy |
21,902
+9,280
| +74% | +$194K | 0.4% | 45 |
|
|
2022
Q2 | $264K | Buy |
12,622
+4
| +0% | +$84 | 0.23% | 68 |
|
|
2022
Q1 | $266K | Buy |
12,618
+2
| +0% | +$42 | 0.21% | 69 |
|
|
2021
Q4 | $271K | Buy |
+12,616
| New | +$271K | 0.19% | 77 |
|