Latitude Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,323
| Closed | -$231K | – | 194 |
|
|
2024
Q1 | $231K | Buy |
9,323
+10
| +0.1% | +$248 | 0.14% | 152 |
|
|
2023
Q4 | $232K | Sell |
9,313
-3,084
| -25% | -$76.8K | 0.16% | 142 |
|
|
2023
Q3 | $306K | Buy |
+12,397
| New | +$306K | 0.22% | 111 |
|
|
2023
Q2 | – | Sell |
-14,917
| Closed | -$371K | – | 198 |
|
|
2023
Q1 | $371K | Buy |
14,917
+2,909
| +24% | +$72.4K | 0.27% | 104 |
|
|
2022
Q4 | $297K | Buy |
+12,008
| New | +$297K | 0.22% | 108 |
|