Geneos Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-375
| Closed | -$9.31K | – | 2979 |
|
2024
Q3 | $9.31K | Buy |
+375
| New | +$9.31K | ﹤0.01% | 1864 |
|
2022
Q3 | – | Sell |
-915
| Closed | -$22K | – | 2651 |
|
2022
Q2 | $22K | Hold |
915
| – | – | ﹤0.01% | 1655 |
|
2022
Q1 | $22K | Hold |
915
| – | – | ﹤0.01% | 1767 |
|
2021
Q4 | $23K | Hold |
915
| – | – | ﹤0.01% | 1830 |
|
2021
Q3 | $23K | Hold |
915
| – | – | ﹤0.01% | 1862 |
|
2021
Q2 | $23K | Hold |
915
| – | – | ﹤0.01% | 1859 |
|
2021
Q1 | $23K | Hold |
915
| – | – | ﹤0.01% | 2018 |
|
2020
Q4 | $23K | Buy |
+915
| New | +$23K | ﹤0.01% | 1834 |
|