Carson Wealth (CWM LLC)’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 |
-544
| Closed | -$14K | – | 5242 |
|
|
2024
Q3 | $14K | Hold |
544
| – | – | ﹤0.01% | 3604 |
|
|
2024
Q2 | $14K | Sell |
544
-801
| -60% | -$20.6K | ﹤0.01% | 3362 |
|
|
2024
Q1 | $33K | Sell |
1,345
-1,587
| -54% | -$38.9K | ﹤0.01% | 2587 |
|
|
2023
Q4 | $73K | Sell |
2,932
-326
| -10% | -$8.12K | ﹤0.01% | 1954 |
|
|
2023
Q3 | $80K | Buy |
3,258
+1,913
| +142% | +$47K | ﹤0.01% | 1772 |
|
|
2023
Q2 | $33K | Hold |
1,345
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q1 | $33K | Hold |
1,345
| – | – | ﹤0.01% | 2166 |
|
|
2022
Q4 | $33K | Sell |
1,345
-1,250
| -48% | -$30.7K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $63K | Sell |
2,595
-1,431
| -36% | -$34.7K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $100K | Buy |
+4,026
| New | +$100K | ﹤0.01% | 1311 |
|