AFA
BSMO
AA Financial Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,509
| Closed | -$881K | – | 179 |
|
|
2024
Q3 | $881K | Buy |
35,509
+608
| +2% | +$15.1K | 0.26% | 72 |
|
|
2024
Q2 | $866K | Buy |
34,901
+3,076
| +10% | +$76.3K | 0.31% | 69 |
|
|
2024
Q1 | $789K | Buy |
31,825
+2,284
| +8% | +$56.6K | 0.32% | 73 |
|
|
2023
Q4 | $736K | Buy |
+29,541
| New | +$736K | 0.49% | 38 |
|