MTWM
Masso Torrence Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
11,075
-13,961
| -56% | -$343K | 0.13% | 86 |
|
|
2025
Q1 | $613K | Hold |
25,036
| – | – | 0.33% | 52 |
|
|
2024
Q4 | $614K | Buy |
25,036
+4,000
| +19% | +$98K | 0.32% | 49 |
|
|
2024
Q3 | $515K | Sell |
21,036
-320
| -1% | -$7.84K | 0.28% | 53 |
|
|
2024
Q2 | $519K | Sell |
21,356
-425
| -2% | -$10.3K | 0.29% | 54 |
|
|
2024
Q1 | $530K | Hold |
21,781
| – | – | 0.31% | 54 |
|
|
2023
Q4 | $534K | Sell |
21,781
-330
| -1% | -$8.1K | 0.36% | 49 |
|
|
2023
Q3 | $531K | Hold |
22,111
| – | – | 0.41% | 53 |
|
|
2023
Q2 | $538K | Buy |
22,111
+2,495
| +13% | +$60.8K | 0.39% | 51 |
|
|
2023
Q1 | $481K | Buy |
19,616
+500
| +3% | +$12.3K | 0.38% | 56 |
|
|
2022
Q4 | $465K | Buy |
+19,116
| New | +$465K | 0.37% | 56 |
|