WESPAC Advisors’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
Q2 | – | Sell |
-12,478
| Closed | -$309K | – | 187 |
|
|
2024
Q1 | $309K | Sell |
12,478
-12,478
| -50% | -$309K | 0.18% | 136 |
|
|
2023
Q4 | $622K | Hold |
24,956
| – | – | 0.43% | 79 |
|
|
2023
Q3 | $615K | Buy |
24,956
+12,120
| +94% | +$299K | 0.46% | 74 |
|
|
2023
Q2 | $318K | Hold |
12,836
| – | – | 0.25% | 95 |
|
|
2023
Q1 | $320K | Buy |
+12,836
| New | +$320K | 0.3% | 85 |
|