OWA
BSMO
ORBA Wealth Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,500
| Closed | -$484K | – | 108 |
|
|
2024
Q3 | $484K | Hold |
19,500
| – | – | 0.24% | 68 |
|
|
2024
Q2 | $484K | Hold |
19,500
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $483K | Hold |
19,500
| – | – | 0.27% | 59 |
|
|
2023
Q4 | $486K | Buy |
+19,500
| New | +$486K | 0.29% | 50 |
|