SPWM
Straight Path Wealth Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
185,678
+52,223
| +39% | +$863K | 1.04% | 17 |
|
|
2025
Q1 | $2.18M | Buy |
133,455
+26,769
| +25% | +$437K | 0.88% | 17 |
|
|
2024
Q4 | $1.71M | Buy |
106,686
+65,812
| +161% | +$1.06M | 0.68% | 21 |
|
|
2024
Q3 | $681K | Buy |
40,874
+13,048
| +47% | +$218K | 0.29% | 36 |
|
|
2024
Q2 | $444K | Buy |
27,826
+14,780
| +113% | +$236K | 0.23% | 50 |
|
|
2024
Q1 | $210K | Buy |
+13,046
| New | +$210K | 0.12% | 84 |
|