Geneos Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2K | Sell |
375
-375
| -50% | -$9.2K | ﹤0.01% | 2357 |
|
|
2025
Q1 | $18.4K | Buy |
750
+375
| +100% | +$9.18K | ﹤0.01% | 2356 |
|
|
2024
Q4 | $9.19K | Hold |
375
| – | – | ﹤0.01% | 2078 |
|
|
2024
Q3 | $9.18K | Buy |
+375
| New | +$9.18K | ﹤0.01% | 1870 |
|
|
2022
Q3 | – | Sell |
-915
| Closed | -$22K | – | 2079 |
|
|
2022
Q2 | $22K | Hold |
915
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q1 | $22K | Hold |
915
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q4 | $23K | Hold |
915
| – | – | ﹤0.01% | 1809 |
|
|
2021
Q3 | $23K | Hold |
915
| – | – | ﹤0.01% | 1839 |
|
|
2021
Q2 | $23K | Hold |
915
| – | – | ﹤0.01% | 1836 |
|
|
2021
Q1 | $23K | Hold |
915
| – | – | ﹤0.01% | 1994 |
|
|
2020
Q4 | $23K | Buy |
+915
| New | +$23K | ﹤0.01% | 1817 |
|