PWM
BSCN
Paulson Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,511
| Closed | -$202K | – | 141 |
|
2023
Q3 | $202K | Sell |
9,511
-844
| -8% | -$17.9K | 0.07% | 127 |
|
2023
Q2 | $219K | Sell |
10,355
-185
| -2% | -$3.92K | 0.07% | 121 |
|
2023
Q1 | $222K | Sell |
10,540
-525
| -5% | -$11.1K | 0.1% | 90 |
|
2022
Q4 | $232K | Buy |
+11,065
| New | +$232K | 0.11% | 80 |
|