PWM
Paulson Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-155,723
| Closed | -$5.13M | – | 90 |
|
|
2021
Q3 | $5.13M | Buy |
155,723
+26,006
| +20% | +$856K | 2.43% | 12 |
|
|
2021
Q2 | $4.3M | Buy |
129,717
+4,021
| +3% | +$133K | 2.08% | 13 |
|
|
2021
Q1 | $4.1M | Sell |
125,696
-1,251
| -1% | -$40.8K | 2.04% | 12 |
|
|
2020
Q4 | $4.25M | Buy |
+126,947
| New | +$4.25M | 2.48% | 11 |
|