Bill Few Associates’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,838
| Closed | -$219K | – | 186 |
|
2024
Q3 | $219K | Hold |
8,838
| – | – | 0.08% | 164 |
|
2024
Q2 | $219K | Hold |
8,838
| – | – | 0.08% | 161 |
|
2024
Q1 | $219K | Hold |
8,838
| – | – | 0.09% | 156 |
|
2023
Q4 | $220K | Hold |
8,838
| – | – | 0.1% | 140 |
|
2023
Q3 | $218K | Hold |
8,838
| – | – | 0.11% | 126 |
|
2023
Q2 | $219K | Hold |
8,838
| – | – | 0.11% | 127 |
|
2023
Q1 | $220K | Hold |
8,838
| – | – | 0.12% | 122 |
|
2022
Q4 | $219K | Hold |
8,838
| – | – | 0.13% | 116 |
|
2022
Q3 | $215K | Hold |
8,838
| – | – | 0.15% | 105 |
|
2022
Q2 | $220K | Buy |
+8,838
| New | +$220K | 0.14% | 109 |
|