Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,915
| Closed | -$295K | – | 2932 |
|
|
2023
Q2 | $295K | Buy |
+11,915
| New | +$295K | ﹤0.01% | 1914 |
|
|
2022
Q4 | – | Sell |
-9,850
| Closed | -$240K | – | 2492 |
|
|
2022
Q3 | $240K | Hold |
9,850
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q2 | $245K | Hold |
9,850
| – | – | ﹤0.01% | 1742 |
|
|
2022
Q1 | $246K | Hold |
9,850
| – | – | ﹤0.01% | 1759 |
|
|
2021
Q4 | $253K | Sell |
9,850
-145
| -1% | -$3.72K | ﹤0.01% | 1734 |
|
|
2021
Q3 | $258K | Hold |
9,995
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q2 | $258K | Buy |
+9,995
| New | +$258K | ﹤0.01% | 1635 |
|