LWMG
BSMO

Levy Wealth Management Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Levy Wealth Management Group’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$261K Sell
10,497
-2,000
-16% -$49.6K 0.07% 89
2024
Q1 		$311K Hold
12,497
– – 0.09% 75
2023
Q4 		$311K Hold
12,497
– – 0.09% 75
2023
Q3 		$308K Hold
12,497
– – 0.1% 77
2023
Q2 		$310K Hold
12,497
– – 0.09% 81
2023
Q1 		$311K Buy
+12,497
New +$311K 0.1% 78