PWM
BSCI
Paulson Wealth Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-62,763
| Closed | -$1.33M | – | 138 |
|
|
2018
Q3 | $1.33M | Sell |
62,763
-7,795
| -11% | -$165K | 1.19% | 19 |
|
|
2018
Q2 | $1.49M | Sell |
70,558
-1,637
| -2% | -$34.6K | 1.47% | 15 |
|
|
2018
Q1 | $1.53M | Sell |
72,195
-3,896
| -5% | -$82.3K | 1.52% | 14 |
|
|
2017
Q4 | $1.61M | Buy |
+76,091
| New | +$1.61M | 1.41% | 15 |
|