Lido 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
Q4 | – | Sell |
-341,090
| Closed | -$8.47M | – | 1390 |
|
|
2024
Q3 | $8.47M | Sell |
341,090
-41,822
| -11% | -$1.04M | 0.04% | 215 |
|
|
2024
Q2 | $9.5M | Sell |
382,912
-48,103
| -11% | -$1.19M | 0.05% | 176 |
|
|
2024
Q1 | $10.7M | Buy |
431,015
+17,294
| +4% | +$429K | 0.06% | 153 |
|
|
2023
Q4 | $10.3M | Buy |
413,721
+180,256
| +77% | +$4.49M | 0.07% | 142 |
|
|
2023
Q3 | $5.75M | Buy |
233,465
+206,629
| +770% | +$5.09M | 0.04% | 199 |
|
|
2023
Q2 | $665K | Buy |
+26,836
| New | +$665K | ﹤0.01% | 582 |
|