Raymond James Financial Services Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $931K | Buy |
40,015
+4,250
| +12% | +$98.9K | ﹤0.01% | 2208 |
|
|
2024
Q2 | $820K | Buy |
35,765
+2,728
| +8% | +$62.5K | ﹤0.01% | 2204 |
|
|
2024
Q1 | $768K | Buy |
33,037
+16,531
| +100% | +$384K | ﹤0.01% | 2221 |
|
|
2023
Q4 | $388K | Buy |
16,506
+887
| +6% | +$20.8K | ﹤0.01% | 2563 |
|
|
2023
Q3 | $346K | Hold |
15,619
| – | – | ﹤0.01% | 2548 |
|
|
2023
Q2 | $359K | Buy |
+15,619
| New | +$359K | ﹤0.01% | 2546 |
|