MB, Levis & Associates’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Buy |
53,751
+3,794
| +8% | +$95.1K | 0.59% | 30 |
|
2025
Q1 | $1.26M | Buy |
49,957
+2,839
| +6% | +$71.9K | 0.59% | 31 |
|
2024
Q4 | $1.21M | Buy |
47,118
+1,720
| +4% | +$44.3K | 0.61% | 31 |
|
2024
Q3 | $1.2M | Buy |
45,398
+4,007
| +10% | +$106K | 0.59% | 30 |
|
2024
Q2 | $1.07M | Buy |
41,391
+14,309
| +53% | +$371K | 0.56% | 34 |
|
2024
Q1 | $711K | Buy |
27,082
+2,389
| +10% | +$62.7K | 0.38% | 39 |
|
2023
Q4 | $658K | Buy |
+24,693
| New | +$658K | 0.38% | 38 |
|