Smith & Howard Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-36,096
| Closed | -$885K | – | 68 |
|
|
2022
Q2 | $885K | Buy |
36,096
+12,937
| +56% | +$317K | 0.37% | 36 |
|
|
2022
Q1 | $574K | Hold |
23,159
| – | – | 0.24% | 40 |
|
|
2021
Q4 | $601K | Buy |
23,159
+2
| +0% | +$52 | 0.27% | 41 |
|
|
2021
Q3 | $601K | Buy |
23,157
+7,692
| +50% | +$200K | 0.28% | 37 |
|
|
2021
Q2 | $402K | Buy |
15,465
+7,701
| +99% | +$200K | 0.19% | 45 |
|
|
2021
Q1 | $200K | Buy |
+7,764
| New | +$200K | 0.1% | 62 |
|