Fortitude Advisory Group’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Hold |
17,407
| – | – | 0.11% | 195 |
|
|
2025
Q1 | $187K | Hold |
17,407
| – | – | 0.13% | 177 |
|
|
2024
Q4 | $194K | Hold |
17,407
| – | – | 0.12% | 181 |
|
|
2024
Q3 | $225K | Hold |
17,407
| – | – | 0.14% | 171 |
|
|
2024
Q2 | $208K | Hold |
17,407
| – | – | 0.12% | 172 |
|
|
2024
Q1 | $216K | Buy |
17,407
+1,661
| +11% | +$20.6K | 0.12% | 178 |
|
|
2023
Q4 | $187K | Buy |
15,746
+855
| +6% | +$10.1K | 0.11% | 201 |
|
|
2023
Q3 | $151K | Hold |
14,891
| – | – | 0.1% | 190 |
|
|
2023
Q2 | $173K | Buy |
14,891
+1,335
| +10% | +$15.5K | 0.13% | 186 |
|
|
2023
Q1 | $164K | Hold |
13,556
| – | – | 0.13% | 198 |
|
|
2022
Q4 | $158K | Buy |
13,556
+862
| +7% | +$10.1K | 0.13% | 189 |
|
|
2022
Q3 | $159K | Buy |
12,694
+1,365
| +12% | +$17.1K | 0.15% | 173 |
|
|
2022
Q2 | $154K | Hold |
11,329
| – | – | 0.14% | 177 |
|
|
2022
Q1 | $163K | Hold |
11,329
| – | – | 0.09% | 228 |
|
|
2021
Q4 | $197K | Buy |
+11,329
| New | +$197K | 0.1% | 195 |
|