Carson Wealth (CWM LLC)’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 | $427K | Hold |
19,500
| – | – | ﹤0.01% | 1660 |
|
|
2025
Q1 | $414K | Sell |
19,500
-9,088
| -32% | -$193K | ﹤0.01% | 1529 |
|
|
2024
Q4 | $589K | Buy |
28,588
+116
| +0.4% | +$2.39K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $616K | Sell |
28,472
-1,948
| -6% | -$42.1K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $632K | Sell |
30,420
-447
| -1% | -$9.29K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $650K | Buy |
30,867
+52
| +0.2% | +$1.1K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $641K | Buy |
30,815
+58
| +0.2% | +$1.21K | ﹤0.01% | 969 |
|
|
2023
Q3 | $597K | Buy |
30,757
+63
| +0.2% | +$1.22K | ﹤0.01% | 925 |
|
|
2023
Q2 | $638K | Sell |
30,694
-3,500
| -10% | -$72.8K | ﹤0.01% | 863 |
|
|
2023
Q1 | $743K | Buy |
34,194
+13,500
| +65% | +$293K | 0.01% | 754 |
|
|
2022
Q4 | $441K | Buy |
20,694
+13,000
| +169% | +$277K | ﹤0.01% | 849 |
|
|
2022
Q3 | $158K | Hold |
7,694
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q2 | $170K | Hold |
7,694
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q1 | $182K | Hold |
7,694
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q4 | $200K | Buy |
+7,694
| New | +$200K | ﹤0.01% | 1018 |
|
|
2021
Q2 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2020
Q4 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2020
Q3 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2020
Q2 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2020
Q1 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2019
Q4 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2019
Q3 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2019
Q2 | $202K | Hold |
7,694
| – | – | ﹤0.01% | 900 |
|
|
2019
Q1 | $202K | Buy |
+7,694
| New | +$202K | ﹤0.01% | 900 |
|