Geneos Wealth Management’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-765
| Closed | -$19K | – | 2715 |
|
|
2022
Q2 | $19K | Sell |
765
-165
| -18% | -$4.1K | ﹤0.01% | 1719 |
|
|
2022
Q1 | $23K | Hold |
930
| – | – | ﹤0.01% | 1747 |
|
|
2021
Q4 | $23K | Hold |
930
| – | – | ﹤0.01% | 1833 |
|
|
2021
Q3 | $23K | Hold |
930
| – | – | ﹤0.01% | 1865 |
|
|
2021
Q2 | $23K | Hold |
930
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q1 | $23K | Hold |
930
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q4 | $23K | Buy |
+930
| New | +$23K | ﹤0.01% | 1838 |
|