DWM
BSMN
Denver Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,297
| Closed | -$1.11M | – | 77 |
|
|
2023
Q3 | $1.11M | Sell |
44,297
-1,771
| -4% | -$44.3K | 0.72% | 28 |
|
|
2023
Q2 | $1.16M | Sell |
46,068
-1,271
| -3% | -$31.9K | 0.81% | 29 |
|
|
2023
Q1 | $1.19M | Sell |
47,339
-6,004
| -11% | -$151K | 0.83% | 30 |
|
|
2022
Q4 | $1.34M | Buy |
53,343
+34,904
| +189% | +$877K | 1% | 25 |
|
|
2022
Q3 | $457K | Buy |
+18,439
| New | +$457K | 0.43% | 35 |
|