PWM
BSMN
Paulson Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,435
| Closed | -$612K | – | 140 |
|
|
2023
Q3 | $612K | Sell |
24,435
-263
| -1% | -$6.59K | 0.21% | 57 |
|
|
2023
Q2 | $619K | Buy |
24,698
+2,062
| +9% | +$51.7K | 0.21% | 55 |
|
|
2023
Q1 | $568K | Buy |
22,636
+7,508
| +50% | +$188K | 0.25% | 36 |
|
|
2022
Q4 | $380K | Buy |
+15,128
| New | +$380K | 0.19% | 50 |
|