Advisornet Financial’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-903
| Closed | -$22.4K | – | 2285 |
|
|
2024
Q3 | $22.4K | Buy |
903
+309
| +52% | +$7.67K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $14.7K | Hold |
594
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q1 | $14.7K | Hold |
594
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q4 | $14.8K | Hold |
594
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q3 | $14.6K | Hold |
594
| – | – | ﹤0.01% | 1139 |
|
|
2023
Q2 | $14.7K | Hold |
594
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q1 | $14.8K | Hold |
594
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q4 | $14.7K | Hold |
594
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q3 | $14K | Hold |
594
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q2 | $15K | Sell |
594
-1,500
| -72% | -$37.9K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $52K | Buy |
2,094
+1,500
| +253% | +$37.2K | ﹤0.01% | 949 |
|
|
2021
Q4 | $15K | Hold |
594
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q3 | $15K | Hold |
594
| – | – | ﹤0.01% | 1342 |
|
|
2021
Q2 | $15K | Hold |
594
| – | – | ﹤0.01% | 1318 |
|
|
2021
Q1 | $15K | Hold |
594
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q4 | $15K | Hold |
594
| – | – | ﹤0.01% | 1193 |
|
|
2020
Q3 | $15K | Hold |
594
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q2 | $15K | Buy |
+594
| New | +$15K | ﹤0.01% | 1182 |
|