Benjamin F. Edwards & Company’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $73K | Buy |
3,368
+150
| +5% | +$3.25K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $71K | Hold |
3,218
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q4 | $72K | Buy |
3,218
+122
| +4% | +$2.73K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $65K | Hold |
3,096
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q2 | $68K | Sell |
3,096
-2,478
| -44% | -$54.4K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $124K | Hold |
5,574
| – | – | 0.01% | 839 |
|
|
2022
Q4 | $121K | Sell |
5,574
-69,044
| -93% | -$1.5M | 0.01% | 841 |
|
|
2022
Q3 | $1.55M | Buy |
+74,618
| New | +$1.55M | 0.08% | 241 |
|