Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 3575 |
|
|
2025
Q1 | $33K | Sell |
1,393
-423
| -23% | -$10K | ﹤0.01% | 3303 |
|
|
2024
Q4 | $43K | Buy |
1,816
+423
| +30% | +$10K | ﹤0.01% | 2908 |
|
|
2024
Q3 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 3010 |
|
|
2024
Q2 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 2762 |
|
|
2024
Q1 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 2566 |
|
|
2023
Q4 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q3 | $32K | Hold |
1,393
| – | – | ﹤0.01% | 2362 |
|
|
2023
Q2 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 2285 |
|
|
2023
Q1 | $33K | Hold |
1,393
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q4 | $33K | Sell |
1,393
-1,279
| -48% | -$30.3K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $61K | Sell |
2,672
-1,447
| -35% | -$33K | ﹤0.01% | 1564 |
|
|
2022
Q2 | $97K | Buy |
+4,119
| New | +$97K | ﹤0.01% | 1325 |
|