Paulson Wealth Management’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 |
-39,596
| Closed | -$983K | – | 155 |
|
|
2024
Q3 | $983K | Buy |
39,596
+5,036
| +15% | +$125K | 0.26% | 44 |
|
|
2024
Q2 | $858K | Buy |
34,560
+5,811
| +20% | +$144K | 0.25% | 49 |
|
|
2024
Q1 | $712K | Buy |
28,749
+1,796
| +7% | +$44.5K | 0.21% | 57 |
|
|
2023
Q4 | $672K | Buy |
26,953
+2,720
| +11% | +$67.8K | 0.22% | 52 |
|
|
2023
Q3 | $597K | Sell |
24,233
-214
| -0.9% | -$5.27K | 0.21% | 60 |
|
|
2023
Q2 | $606K | Buy |
24,447
+1,686
| +7% | +$41.8K | 0.21% | 59 |
|
|
2023
Q1 | $567K | Buy |
22,761
+7,418
| +48% | +$185K | 0.25% | 37 |
|
|
2022
Q4 | $380K | Buy |
+15,343
| New | +$380K | 0.19% | 51 |
|