BWM
BSMO
BCS Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,644
| Closed | -$239K | – | 241 |
|
|
2024
Q1 | $239K | Buy |
9,644
+1,009
| +12% | +$25K | 0.08% | 213 |
|
|
2023
Q4 | $215K | Hold |
8,635
| – | – | 0.08% | 213 |
|
|
2023
Q3 | $213K | Hold |
8,635
| – | – | 0.09% | 186 |
|
|
2023
Q2 | $214K | Buy |
+8,635
| New | +$214K | 0.16% | 109 |
|