Dakota Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Buy |
88,900
+6,900
| +8% | +$151K | 0.04% | 270 |
|
2025
Q1 | $1.74M | Buy |
82,000
+11,100
| +16% | +$236K | 0.04% | 279 |
|
2024
Q4 | $1.46M | Buy |
70,900
+16,400
| +30% | +$338K | 0.03% | 308 |
|
2024
Q3 | $1.18M | Hold |
54,500
| – | – | 0.03% | 339 |
|
2024
Q2 | $1.13M | Hold |
54,500
| – | – | 0.03% | 342 |
|
2024
Q1 | $1.15M | Hold |
54,500
| – | – | 0.03% | 348 |
|
2023
Q4 | $1.13M | Buy |
54,500
+12,500
| +30% | +$260K | 0.04% | 295 |
|
2023
Q3 | $815K | Buy |
42,000
+29,000
| +223% | +$563K | 0.04% | 320 |
|
2023
Q2 | $270K | Sell |
13,000
-2,800
| -18% | -$58.2K | 0.01% | 504 |
|
2023
Q1 | $343K | Buy |
+15,800
| New | +$343K | 0.02% | 433 |
|
2019
Q3 | – | Sell |
-23,800
| Closed | -$552K | – | 308 |
|
2019
Q2 | $552K | Sell |
23,800
-7,700
| -24% | -$179K | 0.11% | 168 |
|
2019
Q1 | $700K | Hold |
31,500
| – | – | 0.14% | 149 |
|
2018
Q4 | $655K | Buy |
+31,500
| New | +$655K | 0.15% | 133 |
|