Tyler-Stone Wealth Management’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
Q3 | – | Sell |
-600
| Closed | -$14.9K | – | 926 |
|
|
2024
Q2 | $14.9K | Hold |
600
| – | – | 0.01% | 567 |
|
|
2024
Q1 | $14.9K | Sell |
600
-3,068
| -84% | -$76K | 0.01% | 567 |
|
|
2023
Q4 | $91.4K | Sell |
3,668
-382
| -9% | -$9.52K | 0.05% | 276 |
|
|
2023
Q3 | $100K | Buy |
4,050
+217
| +6% | +$5.36K | 0.06% | 254 |
|
|
2023
Q2 | $95K | Buy |
+3,833
| New | +$95K | 0.05% | 257 |
|
|
2022
Q4 | $74K | Buy |
+3,000
| New | +$74K | 0.05% | 273 |
|