Avior Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,791
| Closed | -$43.9K | – | 952 |
|
|
2024
Q4 | $43.9K | Sell |
1,791
-66,374
| -97% | -$1.63M | ﹤0.01% | 1185 |
|
|
2024
Q3 | $1.67M | Buy |
68,165
+28,577
| +72% | +$700K | 0.07% | 192 |
|
|
2024
Q2 | $962K | Buy |
39,588
+2,642
| +7% | +$64.2K | 0.04% | 278 |
|
|
2024
Q1 | $899K | Buy |
36,946
+6,942
| +23% | +$169K | 0.04% | 311 |
|
|
2023
Q4 | $736K | Buy |
30,004
+4,789
| +19% | +$118K | 0.04% | 259 |
|
|
2023
Q3 | $605K | Buy |
25,215
+215
| +0.9% | +$5.16K | 0.04% | 280 |
|
|
2023
Q2 | $609K | Buy |
25,000
+1,162
| +5% | +$28.3K | 0.04% | 289 |
|
|
2023
Q1 | $585K | Buy |
+23,838
| New | +$585K | 0.04% | 302 |
|