MTWM
Masso Torrence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
90,300
+4,704
| +5% | +$92.4K | 0.82% | 28 |
|
|
2025
Q1 | $1.68M | Buy |
85,596
+5,902
| +7% | +$116K | 0.9% | 28 |
|
|
2024
Q4 | $1.55M | Buy |
79,694
+10,519
| +15% | +$205K | 0.82% | 29 |
|
|
2024
Q3 | $1.36M | Sell |
69,175
-297
| -0.4% | -$5.86K | 0.74% | 29 |
|
|
2024
Q2 | $1.34M | Buy |
69,472
+2,152
| +3% | +$41.4K | 0.74% | 32 |
|
|
2024
Q1 | $1.3M | Buy |
67,320
+12,448
| +23% | +$240K | 0.77% | 30 |
|
|
2023
Q4 | $1.07M | Buy |
54,872
+16,186
| +42% | +$315K | 0.73% | 31 |
|
|
2023
Q3 | $725K | Buy |
38,686
+836
| +2% | +$15.7K | 0.56% | 42 |
|
|
2023
Q2 | $720K | Buy |
37,850
+2,997
| +9% | +$57K | 0.52% | 44 |
|
|
2023
Q1 | $673K | Buy |
34,853
+7,480
| +27% | +$144K | 0.53% | 47 |
|
|
2022
Q4 | $520K | Buy |
+27,373
| New | +$520K | 0.41% | 53 |
|