HWA
BSMN
HHM Wealth Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,965
| Closed | -$74.2K | – | 825 |
|
2023
Q3 | $74.2K | Hold |
2,965
| – | – | 0.01% | 228 |
|
2023
Q2 | $74.4K | Hold |
2,965
| – | – | 0.01% | 236 |
|
2023
Q1 | $74.4K | Hold |
2,965
| – | – | 0.02% | 230 |
|
2022
Q4 | $74.5K | Hold |
2,965
| – | – | 0.02% | 200 |
|
2022
Q3 | $73K | Hold |
2,965
| – | – | 0.02% | 187 |
|
2022
Q2 | $75K | Hold |
2,965
| – | – | 0.02% | 223 |
|
2022
Q1 | $75K | Hold |
2,965
| – | – | 0.02% | 248 |
|
2021
Q4 | $76K | Hold |
2,965
| – | – | 0.02% | 254 |
|
2021
Q3 | $76K | Hold |
2,965
| – | – | 0.02% | 244 |
|
2021
Q2 | $76K | Hold |
2,965
| – | – | 0.02% | 236 |
|
2021
Q1 | $76K | Hold |
2,965
| – | – | 0.02% | 219 |
|
2020
Q4 | $76K | Hold |
2,965
| – | – | 0.03% | 206 |
|
2020
Q3 | $76K | Hold |
2,965
| – | – | 0.03% | 179 |
|
2020
Q2 | $75K | Hold |
2,965
| – | – | 0.03% | 185 |
|
2020
Q1 | $74K | Buy |
+2,965
| New | +$74K | 0.04% | 162 |
|