Royal Harbor Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $422K | Hold |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $504K | Hold |
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|
2022
Q1 | $529K | Hold |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $570K | Hold |
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|
2021
Q2 | $576K | Hold |
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|
2021
Q1 | $564K | Hold |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $562K | Hold |
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|
2020
Q2 | $556K | Hold |
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|
2020
Q1 | $541K | Hold |
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|
2019
Q4 | $545K | Buy |
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