PWM
BSCJ
Paulson Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-160,408
| Closed | -$3.38M | – | 116 |
|
|
2019
Q3 | $3.38M | Sell |
160,408
-2,387
| -1% | -$50.3K | 2.55% | 7 |
|
|
2019
Q2 | $3.43M | Buy |
162,795
+13,673
| +9% | +$288K | 2.56% | 7 |
|
|
2019
Q1 | $3.14M | Buy |
149,122
+13,008
| +10% | +$274K | 2.38% | 7 |
|
|
2018
Q4 | $2.87M | Buy |
136,114
+90,336
| +197% | +$1.91M | 2.37% | 7 |
|
|
2018
Q3 | $963K | Sell |
45,778
-3,361
| -7% | -$70.7K | 0.86% | 29 |
|
|
2018
Q2 | $1.03M | Sell |
49,139
-1,358
| -3% | -$28.5K | 1.02% | 25 |
|
|
2018
Q1 | $1.06M | Hold |
50,497
| – | – | 1.05% | 27 |
|
|
2017
Q4 | $1.07M | Buy |
+50,497
| New | +$1.07M | 0.93% | 27 |
|