HWM
BSMN
Horizons Wealth Management’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 |
-32,282
| Closed | -$808K | – | 188 |
|
|
2023
Q3 | $808K | Buy |
32,282
+231
| +0.7% | +$5.78K | 0.59% | 25 |
|
|
2023
Q2 | $804K | Buy |
32,051
+57
| +0.2% | +$1.43K | 0.57% | 26 |
|
|
2023
Q1 | $803K | Buy |
31,994
+95
| +0.3% | +$2.38K | 0.59% | 25 |
|
|
2022
Q4 | $801K | Buy |
31,899
+24,142
| +311% | +$606K | 0.64% | 24 |
|
|
2022
Q3 | $192K | Hold |
7,757
| – | – | 0.18% | 53 |
|
|
2022
Q2 | $195K | Buy |
+7,757
| New | +$195K | 0.16% | 57 |
|