Sterling Financial Group, Inc. Invesco Bulletshares 2028 Muni Transaction History

Sterling Financial Group, Inc.

  • $159 Million
  • Q1 2024

A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 22,013 shares of BSMS stock, worth $513,563. This represents 0.32% of its overall portfolio holdings.

Number of Shares
22,013
Previous 90,902 75.78%
Holding current value
$513,563
Previous $2.16 Million 76.09%
% of portfolio
0.32%
Previous 1.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$23.45 - $23.75 $1.62 Million - $1.64 Million
-68,889 Reduced 75.78%
22,013 $516,000
Q4 2023

Jan 17, 2024
SELL
$22.32 - $23.75 $757,652 - $806,193
-33,945 Reduced 27.19%
90,902 $2.16 Million
Q3 2023

Oct 18, 2023
BUY
$22.53 - $23.52 $141,803 - $148,034
6,294 Added 5.31%
124,847 $2.81 Million
Q2 2023

Sep 07, 2023
BUY
$23.08 - $23.89 $2.44 Million - $2.53 Million
105,703 Added 822.59%
118,553 $2.77 Million
Q4 2022

Aug 29, 2023
BUY
$22.29 - $23.45 $286,426 - $301,332
12,850 New
12,850 $299 Million

Others Institutions Holding BSMS

# of Institutions
55
Shares Held
2.58M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
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More about BSMS
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