SFG
BSMN
Sterling Financial Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,259
| Closed | -$708K | – | 64 |
|
|
2023
Q3 | $708K | Buy |
28,259
+3,165
| +13% | +$79.3K | 0.44% | 29 |
|
|
2023
Q2 | $629K | Buy |
25,094
+7,638
| +44% | +$192K | 0.42% | 27 |
|
|
2023
Q1 | $439K | Hold |
17,456
| – | – | 0.34% | 29 |
|
|
2022
Q4 | $439K | Buy |
+17,456
| New | +$439K | 0.34% | 29 |
|