Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,000
| Closed | -$393K | – | 3581 |
|
|
2023
Q4 | $393K | Hold |
16,000
| – | – | 0.01% | 1107 |
|
|
2023
Q3 | $384K | Sell |
16,000
-1,768
| -10% | -$42.4K | 0.01% | 1022 |
|
|
2023
Q2 | $433K | Sell |
17,768
-8,057
| -31% | -$196K | 0.01% | 984 |
|
|
2023
Q1 | $634K | Sell |
25,825
-28,077
| -52% | -$689K | 0.01% | 838 |
|
|
2022
Q4 | $1.31M | Buy |
+53,902
| New | +$1.31M | 0.02% | 576 |
|