Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-675
| Closed | -$16.4K | – | 388 |
|
2024
Q2 | $16.4K | Buy |
675
+250
| +59% | +$6.07K | 0.01% | 543 |
|
2024
Q1 | $10.3K | Sell |
425
-4,089
| -91% | -$99.5K | ﹤0.01% | 635 |
|
2023
Q4 | $111K | Buy |
4,514
+23
| +0.5% | +$564 | 0.06% | 253 |
|
2023
Q3 | $108K | Buy |
4,491
+448
| +11% | +$10.8K | 0.06% | 241 |
|
2023
Q2 | $98K | Buy |
+4,043
| New | +$98K | 0.06% | 252 |
|
2022
Q4 | $97K | Buy |
+4,000
| New | +$97K | 0.07% | 234 |
|