Mirador Capital Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30,776
| Closed | -$764K | – | 209 |
|
2024
Q3 | $764K | Buy |
30,776
+195
| +0.6% | +$4.84K | 0.14% | 105 |
|
2024
Q2 | $759K | Buy |
30,581
+203
| +0.7% | +$5.04K | 0.14% | 95 |
|
2024
Q1 | $753K | Sell |
30,378
-7,844
| -21% | -$194K | 0.14% | 103 |
|
2023
Q4 | $952K | Sell |
38,222
-19,778
| -34% | -$493K | 0.2% | 79 |
|
2023
Q3 | $1.43M | Hold |
58,000
| – | – | 0.33% | 64 |
|
2023
Q2 | $1.44M | Buy |
58,000
+20,000
| +53% | +$495K | 0.34% | 65 |
|
2023
Q1 | $946K | Buy |
38,000
+4,000
| +12% | +$99.6K | 0.22% | 74 |
|
2022
Q4 | $842K | Buy |
+34,000
| New | +$842K | 0.2% | 80 |
|