YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,580
| Closed | -$210K | – | 283 |
|
|
2022
Q2 | $210K | Sell |
8,580
-600
| -7% | -$14.7K | 0.02% | 270 |
|
|
2022
Q1 | $228K | Sell |
9,180
-600
| -6% | -$14.9K | 0.02% | 277 |
|
|
2021
Q4 | $254K | Hold |
9,780
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $254K | Sell |
9,780
-350
| -3% | -$9.09K | 0.02% | 268 |
|
|
2021
Q2 | $263K | Buy |
10,130
+1,600
| +19% | +$41.5K | 0.02% | 266 |
|
|
2021
Q1 | $222K | Buy |
+8,530
| New | +$222K | 0.02% | 279 |
|