AWA
Amplius Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
104,810
-400
| -0.4% | -$8.76K | 0.21% | 54 |
|
|
2025
Q1 | $2.23M | Sell |
105,210
-2,777
| -3% | -$59K | 0.23% | 51 |
|
|
2024
Q4 | $2.22M | Sell |
107,987
-15,930
| -13% | -$328K | 0.23% | 50 |
|
|
2024
Q3 | $2.68M | Sell |
123,917
-1,030
| -0.8% | -$22.3K | 0.29% | 43 |
|
|
2024
Q2 | $2.6M | Sell |
124,947
-6,229
| -5% | -$129K | 0.29% | 46 |
|
|
2024
Q1 | $2.76M | Sell |
131,176
-5,191
| -4% | -$109K | 0.31% | 44 |
|
|
2023
Q4 | $2.84M | Sell |
136,367
-13,311
| -9% | -$277K | 0.34% | 43 |
|
|
2023
Q3 | $2.91M | Sell |
149,678
-14,050
| -9% | -$273K | 0.39% | 41 |
|
|
2023
Q2 | $3.4M | Buy |
163,728
+24,154
| +17% | +$502K | 0.46% | 39 |
|
|
2023
Q1 | $3.03M | Sell |
139,574
-12,882
| -8% | -$280K | 0.43% | 41 |
|
|
2022
Q4 | $3.25M | Sell |
152,456
-19,395
| -11% | -$413K | 0.52% | 36 |
|
|
2022
Q3 | $3.53M | Sell |
171,851
-3,304
| -2% | -$67.8K | 0.63% | 34 |
|
|
2022
Q2 | $3.88M | Sell |
175,155
-4,192
| -2% | -$92.8K | 0.63% | 32 |
|
|
2022
Q1 | $4.24M | Buy |
179,347
+1,379
| +0.8% | +$32.6K | 0.65% | 34 |
|
|
2021
Q4 | $4.61M | Buy |
+177,968
| New | +$4.61M | 0.64% | 33 |
|