GWP
BSMN
Gateway Wealth Partners’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 |
-244,802
| Closed | -$6.13M | – | 295 |
|
|
2023
Q3 | $6.13M | Sell |
244,802
-22,330
| -8% | -$559K | 1.1% | 20 |
|
|
2023
Q2 | $6.7M | Sell |
267,132
-11,000
| -4% | -$276K | 1.2% | 17 |
|
|
2023
Q1 | $6.98M | Buy |
278,132
+16,314
| +6% | +$409K | 1.07% | 20 |
|
|
2022
Q4 | $6.58M | Buy |
+261,818
| New | +$6.58M | 1.13% | 19 |
|