Key Financial Inc’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,647
| Closed | -$269K | – | 1016 |
|
|
2021
Q3 | $269K | Hold |
10,647
| – | – | 0.15% | 118 |
|
|
2021
Q2 | $269K | Hold |
10,647
| – | – | 0.15% | 125 |
|
|
2021
Q1 | $270K | Buy |
10,647
+1,180
| +12% | +$29.9K | 0.18% | 111 |
|
|
2020
Q4 | $240K | Hold |
9,467
| – | – | 0.18% | 106 |
|
|
2020
Q3 | $240K | Buy |
+9,467
| New | +$240K | 0.25% | 93 |
|