FOCUS Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,053
| Closed | -$335K | – | 57 |
|
|
2023
Q1 | $335K | Hold |
15,053
| – | – | 0.22% | 47 |
|
|
2022
Q4 | $326K | Hold |
15,053
| – | – | 0.23% | 44 |
|
|
2022
Q3 | $313K | Buy |
15,053
+1,811
| +14% | +$37.7K | 0.22% | 44 |
|
|
2022
Q2 | $288K | Hold |
13,242
| – | – | 0.2% | 40 |
|
|
2022
Q1 | $307K | Buy |
+13,242
| New | +$307K | 0.18% | 40 |
|