Carson Wealth (CWM LLC)’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,227
| Closed | -$81K | – | 4630 |
|
|
2023
Q3 | $81K | Buy |
3,227
+1,893
| +142% | +$47.5K | ﹤0.01% | 1760 |
|
|
2023
Q2 | $33K | Hold |
1,334
| – | – | ﹤0.01% | 2302 |
|
|
2023
Q1 | $33K | Hold |
1,334
| – | – | ﹤0.01% | 2168 |
|
|
2022
Q4 | $34K | Sell |
1,334
-1,241
| -48% | -$31.6K | ﹤0.01% | 2007 |
|
|
2022
Q3 | $64K | Sell |
2,575
-1,422
| -36% | -$35.3K | ﹤0.01% | 1554 |
|
|
2022
Q2 | $101K | Buy |
+3,997
| New | +$101K | ﹤0.01% | 1308 |
|