CAPTRUST Financial Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $637K | Sell |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $70K | Buy |
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