Heritage Trust’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
Q2 | $248K | Buy |
9,979
+1,000
| +11% | +$24.8K | 0.03% | 259 |
|
|
2024
Q1 | $223K | Hold |
8,979
| – | – | 0.03% | 269 |
|
|
2023
Q4 | $224K | Buy |
8,979
+600
| +7% | +$14.9K | 0.03% | 258 |
|
|
2023
Q3 | $206K | Hold |
8,379
| – | – | 0.03% | 252 |
|
|
2023
Q2 | $208K | Hold |
8,379
| – | – | 0.03% | 259 |
|
|
2023
Q1 | $209K | Buy |
+8,379
| New | +$209K | 0.03% | 229 |
|