Arete Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-19,952
| Closed | -$510K | – | 406 |
|
2020
Q3 | $510K | Buy |
19,952
+1,052
| +6% | +$26.9K | 0.08% | 209 |
|
2020
Q2 | $449K | Buy |
18,900
+8,000
| +73% | +$190K | 0.08% | 235 |
|
2020
Q1 | $247K | Hold |
10,900
| – | – | 0.05% | 277 |
|
2019
Q4 | $264K | Hold |
10,900
| – | – | 0.05% | 323 |
|
2019
Q3 | $258K | Hold |
10,900
| – | – | 0.05% | 320 |
|
2019
Q2 | $253K | Hold |
10,900
| – | – | 0.05% | 327 |
|
2019
Q1 | $242K | Buy |
+10,900
| New | +$242K | 0.05% | 324 |
|