Raymond James Financial Services Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $385K | Buy |
16,309
+2,544
| +18% | +$60K | ﹤0.01% | 2788 |
|
|
2024
Q2 | $320K | Sell |
13,765
-225
| -2% | -$5.23K | ﹤0.01% | 2828 |
|
|
2024
Q1 | $328K | Buy |
13,990
+5,334
| +62% | +$125K | ﹤0.01% | 2781 |
|
|
2023
Q4 | $206K | Sell |
8,656
-6,946
| -45% | -$165K | ﹤0.01% | 2967 |
|
|
2023
Q3 | $352K | Hold |
15,602
| – | – | ﹤0.01% | 2539 |
|
|
2023
Q2 | $365K | Buy |
+15,602
| New | +$365K | ﹤0.01% | 2532 |
|