GWP
Gateway Wealth Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-178,833
| Closed | -$4.29M | – | 230 |
|
|
2023
Q3 | $4.29M | Buy |
178,833
+3,439
| +2% | +$82.6K | 0.77% | 28 |
|
|
2023
Q2 | $4.27M | Buy |
175,394
+15,503
| +10% | +$377K | 0.76% | 26 |
|
|
2023
Q1 | $3.92M | Buy |
159,891
+36,914
| +30% | +$906K | 0.6% | 29 |
|
|
2022
Q4 | $2.99M | Buy |
+122,977
| New | +$2.99M | 0.51% | 38 |
|