180 Wealth Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
27,770
| – | – | 0.04% | 335 |
|
|
2025
Q1 | $319K | Hold |
27,770
| – | – | 0.05% | 308 |
|
|
2024
Q4 | $310K | Sell |
27,770
-500
| -2% | -$5.58K | 0.05% | 317 |
|
|
2024
Q3 | $365K | Hold |
28,270
| – | – | 0.06% | 296 |
|
|
2024
Q2 | $341K | Hold |
28,270
| – | – | 0.06% | 296 |
|
|
2024
Q1 | $351K | Hold |
28,270
| – | – | 0.06% | 264 |
|
|
2023
Q4 | $338K | Hold |
28,270
| – | – | 0.07% | 253 |
|
|
2023
Q3 | $286K | Hold |
28,270
| – | – | 0.06% | 269 |
|
|
2023
Q2 | $332K | Buy |
28,270
+630
| +2% | +$7.41K | 0.07% | 240 |
|
|
2023
Q1 | $334K | Hold |
27,640
| – | – | 0.08% | 243 |
|
|
2022
Q4 | $342K | Hold |
27,640
| – | – | 0.08% | 239 |
|
|
2022
Q3 | $346K | Buy |
27,640
+500
| +2% | +$6.26K | 0.1% | 213 |
|
|
2022
Q2 | $375K | Hold |
27,140
| – | – | 0.1% | 201 |
|
|
2022
Q1 | $376K | Buy |
27,140
+8,590
| +46% | +$119K | 0.08% | 229 |
|
|
2021
Q4 | $301K | Buy |
18,550
+4,575
| +33% | +$74.2K | 0.07% | 275 |
|
|
2021
Q3 | $257K | Buy |
+13,975
| New | +$257K | 0.06% | 302 |
|