Sentinel Pension 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 |
-25,145
| Closed | -$624K | – | 116 |
|
|
2024
Q3 | $624K | Buy |
25,145
+2,507
| +11% | +$62.2K | 0.12% | 66 |
|
|
2024
Q2 | $562K | Buy |
22,638
+4,889
| +28% | +$121K | 0.12% | 69 |
|
|
2024
Q1 | $440K | Buy |
17,749
+5,766
| +48% | +$143K | 0.09% | 72 |
|
|
2023
Q4 | $299K | Buy |
11,983
+1,463
| +14% | +$36.5K | 0.07% | 80 |
|
|
2023
Q3 | $259K | Buy |
10,520
+1,654
| +19% | +$40.8K | 0.06% | 87 |
|
|
2023
Q2 | $220K | Buy |
+8,866
| New | +$220K | 0.05% | 93 |
|