PWP
Precedent Wealth Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
77,108
-6,421
| -8% | -$158K | 0.46% | 64 |
|
|
2025
Q1 | $2.04M | Buy |
83,529
+17,252
| +26% | +$422K | 0.57% | 52 |
|
|
2024
Q4 | $1.62M | Buy |
66,277
+2,386
| +4% | +$58.5K | 0.53% | 49 |
|
|
2024
Q3 | $1.56M | Buy |
63,891
+10,965
| +21% | +$269K | 0.52% | 50 |
|
|
2024
Q2 | $1.29M | Buy |
52,926
+7,962
| +18% | +$193K | 0.52% | 48 |
|
|
2024
Q1 | $1.09M | Buy |
44,964
+10,619
| +31% | +$258K | 0.47% | 52 |
|
|
2023
Q4 | $843K | Buy |
+34,345
| New | +$843K | 0.43% | 59 |
|