GWP
BSMO
Gateway Wealth Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-257,768
| Closed | -$6.35M | – | 294 |
|
|
2023
Q3 | $6.35M | Buy |
257,768
+995
| +0.4% | +$24.5K | 1.15% | 18 |
|
|
2023
Q2 | $6.36M | Buy |
256,773
+13,467
| +6% | +$334K | 1.14% | 19 |
|
|
2023
Q1 | $6.06M | Buy |
243,306
+29,387
| +14% | +$732K | 0.93% | 24 |
|
|
2022
Q4 | $5.29M | Buy |
+213,919
| New | +$5.29M | 0.91% | 24 |
|