AWS
Aspen Wealth Strategies’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,665
| Closed | -$368K | – | 77 |
|
|
2023
Q4 | $368K | Buy |
13,665
+22
| +0.2% | +$592 | 0.27% | 53 |
|
|
2023
Q3 | $340K | Buy |
13,643
+5,654
| +71% | +$141K | 0.27% | 44 |
|
|
2023
Q2 | $212K | Sell |
7,989
-6,564
| -45% | -$174K | 0.16% | 72 |
|
|
2023
Q1 | $391K | Hold |
14,553
| – | – | 0.3% | 48 |
|
|
2022
Q4 | $374K | Buy |
+14,553
| New | +$374K | 0.3% | 46 |
|