LWMG
BSMN

Levy Wealth Management Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Levy Wealth Management Group’s Portfolio BSMN Stock Details BSMN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,752
Closed -$344K – 110
2023
Q3 		$344K Sell
13,752
-6,350
-32% -$159K 0.11% 71
2023
Q2 		$504K Hold
20,102
– – 0.15% 55
2023
Q1 		$505K Buy
+20,102
New +$505K 0.16% 53