Mirador Capital Partners’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70,350
| Closed | -$1.76M | – | 207 |
|
|
2023
Q3 | $1.76M | Hold |
70,350
| – | – | 0.4% | 56 |
|
|
2023
Q2 | $1.76M | Buy |
70,350
+20,000
| +40% | +$502K | 0.42% | 60 |
|
|
2023
Q1 | $1.26M | Hold |
50,350
| – | – | 0.3% | 64 |
|
|
2022
Q4 | $1.27M | Buy |
50,350
+38,000
| +308% | +$955K | 0.3% | 64 |
|
|
2022
Q3 | $306K | Sell |
12,350
-2,215
| -15% | -$54.9K | 0.07% | 158 |
|
|
2022
Q2 | $367K | Hold |
14,565
| – | – | 0.09% | 146 |
|
|
2022
Q1 | $367K | Hold |
14,565
| – | – | 0.07% | 166 |
|
|
2021
Q4 | $373K | Sell |
14,565
-2,193
| -13% | -$56.2K | 0.08% | 168 |
|
|
2021
Q3 | $430K | Hold |
16,758
| – | – | 0.1% | 149 |
|
|
2021
Q2 | $430K | Sell |
16,758
-112,017
| -87% | -$2.87M | 0.1% | 149 |
|
|
2021
Q1 | $3.3M | Buy |
128,775
+764
| +0.6% | +$19.6K | 0.85% | 41 |
|
|
2020
Q4 | $3.28M | Sell |
128,011
-7,360
| -5% | -$189K | 0.9% | 39 |
|
|
2020
Q3 | $3.46M | Buy |
+135,371
| New | +$3.46M | 1.08% | 32 |
|