Meridian Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Hold |
31,596
| – | – | 0.03% | 359 |
|
|
2025
Q1 | $773K | Sell |
31,596
-1,881
| -6% | -$46K | 0.04% | 334 |
|
|
2024
Q4 | $821K | Buy |
33,477
+2,932
| +10% | +$71.9K | 0.04% | 325 |
|
|
2024
Q3 | $748K | Buy |
30,545
+4,935
| +19% | +$121K | 0.04% | 336 |
|
|
2024
Q2 | $622K | Buy |
+25,610
| New | +$622K | 0.07% | 155 |
|
|
2024
Q1 | – | Sell |
-15,887
| Closed | -$390K | – | 223 |
|
|
2023
Q4 | $390K | Buy |
+15,887
| New | +$390K | 0.02% | 435 |
|