Benjamin F. Edwards & Company’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $73K | Buy |
3,197
+154
| +5% | +$3.52K | ﹤0.01% | 1226 |
|
|
2024
Q1 | $71K | Hold |
3,043
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q4 | $71K | Buy |
3,043
+113
| +4% | +$2.64K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $65K | Hold |
2,930
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q2 | $67K | Hold |
2,930
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $69K | Sell |
2,930
-19,446
| -87% | -$458K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $512K | Buy |
22,376
+19,446
| +664% | +$445K | 0.02% | 459 |
|
|
2022
Q3 | $64K | Sell |
2,930
-11,559
| -80% | -$252K | ﹤0.01% | 987 |
|
|
2022
Q2 | $332K | Buy |
+14,489
| New | +$332K | 0.02% | 531 |
|