HWM
BSMO
Horizons Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,171
| Closed | -$302K | – | 174 |
|
|
2024
Q3 | $302K | Hold |
12,171
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $303K | Sell |
12,171
-11,602
| -49% | -$288K | 0.24% | 49 |
|
|
2024
Q1 | $592K | Hold |
23,773
| – | – | 0.39% | 34 |
|
|
2023
Q4 | $592K | Buy |
23,773
+1,026
| +5% | +$25.6K | 0.39% | 34 |
|
|
2023
Q3 | $561K | Buy |
22,747
+12,168
| +115% | +$300K | 0.41% | 35 |
|
|
2023
Q2 | $262K | Hold |
10,579
| – | – | 0.19% | 57 |
|
|
2023
Q1 | $263K | Hold |
10,579
| – | – | 0.19% | 53 |
|
|
2022
Q4 | $262K | Hold |
10,579
| – | – | 0.21% | 47 |
|
|
2022
Q3 | $258K | Hold |
10,579
| – | – | 0.24% | 45 |
|
|
2022
Q2 | $264K | Buy |
+10,579
| New | +$264K | 0.22% | 47 |
|