Geneos Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-920
| Closed | -$23K | – | 2686 |
|
|
2022
Q2 | $23K | Hold |
920
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $23K | Hold |
920
| – | – | ﹤0.01% | 1746 |
|
|
2021
Q4 | $23K | Hold |
920
| – | – | ﹤0.01% | 1831 |
|
|
2021
Q3 | $23K | Hold |
920
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q2 | $23K | Hold |
920
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q1 | $23K | Hold |
920
| – | – | ﹤0.01% | 2019 |
|
|
2020
Q4 | $23K | Buy |
+920
| New | +$23K | ﹤0.01% | 1836 |
|