HWA
HHM Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,965
| Closed | -$47K | – | 699 |
|
|
2022
Q3 | $47K | Hold |
1,965
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $48K | Hold |
1,965
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $49K | Hold |
1,965
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $51K | Hold |
1,965
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $51K | Hold |
1,965
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $51K | Hold |
1,965
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $51K | Hold |
1,965
| – | – | 0.02% | 270 |
|
|
2020
Q4 | $51K | Hold |
1,965
| – | – | 0.02% | 255 |
|
|
2020
Q3 | $51K | Hold |
1,965
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $50K | Hold |
1,965
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $49K | Buy |
+1,965
| New | +$49K | 0.02% | 204 |
|