BWM
BSML
BCS Wealth Management’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32,123
| Closed | -$811K | – | 204 |
|
|
2021
Q3 | $811K | Buy |
32,123
+275
| +0.9% | +$6.94K | 0.34% | 66 |
|
|
2021
Q2 | $804K | Buy |
31,848
+3,315
| +12% | +$83.7K | 0.43% | 54 |
|
|
2021
Q1 | $722K | Buy |
28,533
+3,355
| +13% | +$84.9K | 0.34% | 64 |
|
|
2020
Q4 | $637K | Buy |
+25,178
| New | +$637K | 0.33% | 64 |
|