WealthSource Partners’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 |
-10,091
| Closed | -$253K | – | 524 |
|
|
2023
Q3 | $253K | Buy |
10,091
+70
| +0.7% | +$1.75K | 0.02% | 430 |
|
|
2023
Q2 | $251K | Buy |
10,021
+21
| +0.2% | +$527 | 0.02% | 440 |
|
|
2023
Q1 | $251K | Hold |
10,000
| – | – | 0.02% | 435 |
|
|
2022
Q4 | $251K | Buy |
+10,000
| New | +$251K | 0.02% | 425 |
|