Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,000
| Closed | -$135K | – | 687 |
|
|
2020
Q2 | $135K | Sell |
9,000
-1,590
| -15% | -$23.9K | 0.03% | 172 |
|
|
2020
Q1 | $156K | Sell |
10,590
-695
| -6% | -$10.2K | 0.03% | 145 |
|
|
2019
Q4 | $168K | Sell |
11,285
-4,200
| -27% | -$62.5K | 0.03% | 154 |
|
|
2019
Q3 | $233K | Sell |
15,485
-490
| -3% | -$7.37K | 0.05% | 128 |
|
|
2019
Q2 | $241K | Sell |
15,975
-2,300
| -13% | -$34.7K | 0.05% | 129 |
|
|
2019
Q1 | $274K | Hold |
18,275
| – | – | 0.07% | 116 |
|
|
2018
Q4 | $270K | Hold |
18,275
| – | – | 0.08% | 117 |
|
|
2018
Q3 | $271K | Hold |
18,275
| – | – | 0.07% | 120 |
|
|
2018
Q2 | $276K | Sell |
18,275
-2,200
| -11% | -$33.2K | 0.07% | 123 |
|
|
2018
Q1 | $309K | Sell |
20,475
-2,000
| -9% | -$30.2K | 0.08% | 108 |
|
|
2017
Q4 | $336K | Sell |
22,475
-8,465
| -27% | -$127K | 0.1% | 106 |
|
|
2017
Q3 | $484K | Buy |
30,940
+11,252
| +57% | +$176K | 0.15% | 82 |
|
|
2017
Q2 | $310K | Buy |
19,688
+11,090
| +129% | +$175K | 0.1% | 105 |
|
|
2017
Q1 | $136K | Hold |
8,598
| – | – | 0.05% | 142 |
|
|
2016
Q4 | $131K | Buy |
+8,598
| New | +$131K | 0.05% | 133 |
|