MTWM
Masso Torrence Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
30,508
| – | – | 0.24% | 65 |
|
|
2025
Q1 | $506K | Sell |
30,508
-32,294
| -51% | -$536K | 0.27% | 61 |
|
|
2024
Q4 | $1.03M | Buy |
62,802
+15,297
| +32% | +$250K | 0.54% | 36 |
|
|
2024
Q3 | $805K | Sell |
47,505
-28
| -0.1% | -$475 | 0.43% | 46 |
|
|
2024
Q2 | $773K | Buy |
47,533
+2,229
| +5% | +$36.2K | 0.43% | 43 |
|
|
2024
Q1 | $743K | Buy |
45,304
+5,711
| +14% | +$93.6K | 0.44% | 47 |
|
|
2023
Q4 | $659K | Buy |
+39,593
| New | +$659K | 0.45% | 44 |
|