Foundry Financial Group’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
-8,100
Closed -$201K 65
2024
Q3
$201K Sell
8,100
-1,690
-17% -$41.9K 0.13% 57
2024
Q2
$243K Hold
9,790
0.17% 49
2024
Q1
$243K Sell
9,790
-6,307
-39% -$156K 0.17% 51
2023
Q4
$401K Buy
+16,097
New +$401K 0.34% 42