Savant Capital’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 |
-40,097
| Closed | -$995K | – | 1514 |
|
|
2024
Q3 | $995K | Hold |
40,097
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $995K | Hold |
40,097
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $994K | Sell |
40,097
-8,024
| -17% | -$199K | 0.01% | 541 |
|
|
2023
Q4 | $1.2M | Sell |
48,121
-30,140
| -39% | -$751K | 0.02% | 379 |
|
|
2023
Q3 | $1.93M | Buy |
78,261
+210
| +0.3% | +$5.18K | 0.03% | 276 |
|
|
2023
Q2 | $1.93M | Buy |
78,051
+4,027
| +5% | +$99.7K | 0.03% | 264 |
|
|
2023
Q1 | $1.84M | Buy |
+74,024
| New | +$1.84M | 0.03% | 226 |
|