MTWM
BSMN
Masso Torrence Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,905
| Closed | -$373K | – | 98 |
|
|
2023
Q3 | $373K | Sell |
14,905
-500
| -3% | -$12.5K | 0.29% | 60 |
|
|
2023
Q2 | $386K | Buy |
15,405
+300
| +2% | +$7.52K | 0.28% | 62 |
|
|
2023
Q1 | $379K | Hold |
15,105
| – | – | 0.3% | 63 |
|
|
2022
Q4 | $380K | Buy |
+15,105
| New | +$380K | 0.3% | 65 |
|