Barnett & Company’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-726
| Closed | -$18K | – | 234 |
|
|
2021
Q1 | $18K | Hold |
726
| – | – | 0.01% | 224 |
|
|
2020
Q4 | $18K | Hold |
726
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $18K | Hold |
726
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $18K | Buy |
726
+151
| +26% | +$3.74K | 0.01% | 191 |
|
|
2020
Q1 | $14K | Buy |
+575
| New | +$14K | 0.01% | 219 |
|