Creative Planning’s The BlackRock Strategic Municipal Trust BSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$27K | – | 4012 |
|
|
2017
Q2 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2945 |
|
|
2017
Q1 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2906 |
|
|
2016
Q4 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2844 |
|
|
2016
Q3 | $30K | Hold |
2,000
| – | – | ﹤0.01% | 2726 |
|
|
2016
Q2 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 2457 |
|
|
2016
Q1 | $29K | Buy |
2,000
+1,900
| +1,900% | +$27.6K | ﹤0.01% | 2483 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4157 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4083 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3248 |
|
|
2015
Q1 | $1K | Sell |
100
-1,000
| -91% | -$10K | ﹤0.01% | 3964 |
|
|
2014
Q4 | $15K | Buy |
1,100
+1,000
| +1,000% | +$13.6K | ﹤0.01% | 2840 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3766 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3567 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3434 |
|