Key Financial Inc’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.74M | Buy |
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|
2025
Q2 | $6.66M | Hold |
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2025
Q1 | $6.68M | Buy |
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|
2024
Q4 | $6.46M | Buy |
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|
2024
Q3 | $6.47M | Buy |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $5.82M | Buy |
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|
2023
Q4 | $4.82M | Buy |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $145K | Hold |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $164K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $164K | Buy |
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