PWP
BSMO

Precedent Wealth Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Precedent Wealth Partners’s Portfolio BSMO Stock Details BSMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-37,404
Closed -$928K – 150
2024
Q2 		$928K Buy
37,404
+685
+2% +$17K 0.37% 72
2024
Q1 		$910K Buy
36,719
+3,878
+12% +$96.1K 0.39% 68
2023
Q4 		$818K Buy
+32,841
New +$818K 0.42% 66