Masso Torrence Wealth Management Inc. Invesco Bulletshares 2024 Muni Transaction History

Masso Torrence Wealth Management Inc.

  • $173 Million
  • Q2 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Invesco Bulletshares 2024 Muni stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 15,794 shares of BSMO stock, worth $392,638. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,794
Previous 25,477 38.01%
Holding current value
$392,638
Previous $631,000 37.88%
% of portfolio
0.23%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$24.74 - $24.86 $239,557 - $240,719
-9,683 Reduced 38.01%
15,794 $392,000
Q4 2023

Feb 01, 2024
SELL
$24.58 - $24.93 $54,887 - $55,668
-2,233 Reduced 8.06%
25,477 $634,000
Q3 2023

Nov 07, 2023
SELL
$24.62 - $24.86 $12,310 - $12,430
-500 Reduced 1.77%
27,710 $682,000
Q2 2023

Aug 11, 2023
BUY
$24.56 - $24.94 $61,768 - $62,724
2,515 Added 9.79%
28,210 $698,000
Q4 2022

Feb 14, 2023
BUY
$24.43 - $24.86 $334,666 - $340,557
13,699 Added 114.2%
25,695 $635,000
Q3 2022

Nov 14, 2022
BUY
$24.55 - $25.14 $294,501 - $301,579
11,996 New
11,996 $292,000

Others Institutions Holding BSMO

# of Institutions
120
Shares Held
6.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2024 MUNI

BSMO Quotes by TradingView
  • Ticker BSMO
  • Sector ETFs
  • Industry ETFs
More about BSMO
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