TLWM Financial’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 |
-10,368
| Closed | -$257K | – | 78 |
|
|
2024
Q3 | $257K | Sell |
10,368
-994
| -9% | -$24.7K | 0.05% | 70 |
|
|
2024
Q2 | $282K | Hold |
11,362
| – | – | 0.06% | 70 |
|
|
2024
Q1 | $282K | Buy |
11,362
+393
| +4% | +$9.74K | 0.06% | 67 |
|
|
2023
Q4 | $273K | Sell |
10,969
-1,384
| -11% | -$34.5K | 0.06% | 66 |
|
|
2023
Q3 | $304K | Buy |
+12,353
| New | +$304K | 0.08% | 66 |
|