Resonant Capital Advisors’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 |
-60,659
| Closed | -$1.51M | – | 368 |
|
|
2024
Q3 | $1.51M | Hold |
60,659
| – | – | 0.11% | 124 |
|
|
2024
Q2 | $1.51M | Sell |
60,659
-13,211
| -18% | -$328K | 0.12% | 120 |
|
|
2024
Q1 | $1.83M | Sell |
73,870
-24,197
| -25% | -$600K | 0.16% | 114 |
|
|
2023
Q4 | $2.44M | Sell |
98,067
-5,118
| -5% | -$128K | 0.24% | 85 |
|
|
2023
Q3 | $2.54M | Sell |
103,185
-394,705
| -79% | -$9.73M | 0.27% | 82 |
|
|
2023
Q2 | $12.3M | Sell |
497,890
-23,186
| -4% | -$574K | 1.34% | 20 |
|
|
2023
Q1 | $13M | Sell |
521,076
-9,468
| -2% | -$236K | 1.47% | 18 |
|
|
2022
Q4 | $13.1M | Buy |
530,544
+207,912
| +64% | +$5.15M | 1.64% | 14 |
|
|
2022
Q3 | $7.86M | Buy |
322,632
+125,091
| +63% | +$3.05M | 1.2% | 22 |
|
|
2022
Q2 | $4.92M | Buy |
+197,541
| New | +$4.92M | 0.77% | 34 |
|