CCWA
CLA (CliftonLarsonAllen) 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 | $238K | Hold |
10,857
| – | – | ﹤0.01% | 199 |
|
|
2025
Q1 | $230K | Hold |
10,857
| – | – | ﹤0.01% | 193 |
|
|
2024
Q4 | $224K | Hold |
10,857
| – | – | ﹤0.01% | 190 |
|
|
2024
Q3 | $235K | Hold |
10,857
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $226K | Sell |
10,857
-37,700
| -78% | -$783K | ﹤0.01% | 180 |
|
|
2024
Q1 | $1.02M | Buy |
48,557
+6,669
| +16% | +$140K | 0.02% | 131 |
|
|
2023
Q4 | $871K | Sell |
41,888
-13,980
| -25% | -$291K | 0.02% | 146 |
|
|
2023
Q3 | $1.08M | Sell |
55,868
-6,373
| -10% | -$124K | 0.03% | 124 |
|
|
2023
Q2 | $1.29M | Buy |
62,241
+18,590
| +43% | +$386K | 0.04% | 118 |
|
|
2023
Q1 | $948K | Buy |
43,651
+18,076
| +71% | +$393K | 0.03% | 135 |
|
|
2022
Q4 | $544K | Buy |
+25,575
| New | +$544K | 0.02% | 163 |
|
|
2022
Q3 | – | Sell |
-25,575
| Closed | -$566K | – | 93 |
|
|
2022
Q2 | $566K | Sell |
25,575
-4,406
| -15% | -$97.5K | 0.02% | 158 |
|
|
2022
Q1 | $708K | Hold |
29,981
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $777K | Hold |
29,981
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $765K | Buy |
29,981
+2,838
| +10% | +$72.4K | 0.03% | 169 |
|
|
2021
Q2 | $712K | Hold |
27,143
| – | – | 0.03% | 185 |
|
|
2021
Q1 | $690K | Sell |
27,143
-5,083
| -16% | -$129K | 0.03% | 138 |
|
|
2020
Q4 | $828K | Sell |
32,226
-5,807
| -15% | -$149K | 0.04% | 127 |
|
|
2020
Q3 | $950K | Hold |
38,033
| – | – | 0.05% | 114 |
|
|
2020
Q2 | $904K | Buy |
+38,033
| New | +$904K | 0.06% | 116 |
|
|
2019
Q4 | $1.03M | Buy |
42,458
+28,298
| +200% | +$684K | 0.08% | 105 |
|
|
2019
Q3 | $335K | Buy |
+14,160
| New | +$335K | 0.03% | 131 |
|