Creative Planning’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,971
| Closed | -$47K | – | 4531 |
|
2017
Q2 | $47K | Hold |
2,971
| – | – | ﹤0.01% | 2553 |
|
2017
Q1 | $47K | Sell |
2,971
-8,385
| -74% | -$133K | ﹤0.01% | 2511 |
|
2016
Q4 | $172K | Buy |
11,356
+2,100
| +23% | +$31.8K | ﹤0.01% | 1478 |
|
2016
Q3 | $153K | Buy |
9,256
+6,285
| +212% | +$104K | ﹤0.01% | 1565 |
|
2016
Q2 | $49K | Sell |
2,971
-667
| -18% | -$11K | ﹤0.01% | 2141 |
|
2016
Q1 | $59K | Hold |
3,638
| – | – | ﹤0.01% | 1973 |
|
2015
Q4 | $58K | Buy |
3,638
+2,138
| +143% | +$34.1K | ﹤0.01% | 1986 |
|
2015
Q3 | $24K | Buy |
+1,500
| New | +$24K | ﹤0.01% | 2597 |
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$25K | – | 4006 |
|
2015
Q1 | $25K | Buy |
+1,500
| New | +$25K | ﹤0.01% | 2553 |
|