Avior Wealth Management’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 |
-5,473
| Closed | -$136K | – | 2565 |
|
|
2024
Q3 | $136K | Hold |
5,473
| – | – | 0.01% | 795 |
|
|
2024
Q2 | $136K | Sell |
5,473
-5,266
| -49% | -$131K | 0.01% | 780 |
|
|
2024
Q1 | $266K | Sell |
10,739
-782
| -7% | -$19.4K | 0.01% | 622 |
|
|
2023
Q4 | $287K | Sell |
11,521
-14,191
| -55% | -$354K | 0.02% | 459 |
|
|
2023
Q3 | $634K | Buy |
25,712
+191
| +0.7% | +$4.71K | 0.04% | 274 |
|
|
2023
Q2 | $632K | Buy |
25,521
+1,099
| +5% | +$27.2K | 0.04% | 283 |
|
|
2023
Q1 | $608K | Buy |
+24,422
| New | +$608K | 0.04% | 293 |
|