PWM
Paulson Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
41,218
-3,494
| -8% | -$85.7K | 0.26% | 43 |
|
|
2025
Q1 | $1.09M | Buy |
44,712
+1,160
| +3% | +$28.4K | 0.31% | 36 |
|
|
2024
Q4 | $1.07M | Buy |
43,552
+2,813
| +7% | +$68.9K | 0.29% | 39 |
|
|
2024
Q3 | $998K | Buy |
40,739
+5,956
| +17% | +$146K | 0.27% | 43 |
|
|
2024
Q2 | $845K | Buy |
34,783
+5,790
| +20% | +$141K | 0.25% | 50 |
|
|
2024
Q1 | $706K | Buy |
28,993
+1,762
| +6% | +$42.9K | 0.21% | 58 |
|
|
2023
Q4 | $668K | Buy |
27,231
+3,162
| +13% | +$77.6K | 0.21% | 53 |
|
|
2023
Q3 | $578K | Buy |
24,069
+201
| +0.8% | +$4.83K | 0.2% | 62 |
|
|
2023
Q2 | $581K | Buy |
23,868
+2,175
| +10% | +$53K | 0.2% | 61 |
|
|
2023
Q1 | $532K | Buy |
21,693
+7,798
| +56% | +$191K | 0.24% | 41 |
|
|
2022
Q4 | $338K | Buy |
+13,895
| New | +$338K | 0.16% | 55 |
|