LF
BSMN

Lantz Financial’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Lantz Financial’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,008
Closed -$551K – 202
2023
Q3 		$551K Buy
22,008
+2,216
+11% +$55.5K 0.22% 99
2023
Q2 		$496K Buy
19,792
+1,506
+8% +$37.8K 0.19% 109
2023
Q1 		$459K Buy
18,286
+2,540
+16% +$63.8K 0.19% 113
2022
Q4 		$396K Buy
+15,746
New +$396K 0.18% 119