Geneos Wealth Management’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 | $34.7K | Sell |
3,174
-6,962
| -69% | -$76K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $116K | Buy |
10,136
+5,068
| +100% | +$58.2K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $56.5K | Hold |
5,068
| – | – | ﹤0.01% | 1267 |
|
|
2024
Q3 | $65.5K | Hold |
5,068
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q2 | $60.7K | Hold |
5,068
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $62.9K | Hold |
5,068
| – | – | ﹤0.01% | 989 |
|
|
2023
Q4 | $60.1K | Hold |
5,068
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q3 | $51.3K | Hold |
5,068
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q2 | $58.9K | Hold |
5,068
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q1 | $61.2K | Hold |
5,068
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q4 | $59.1K | Hold |
5,068
| – | – | ﹤0.01% | 994 |
|
|
2022
Q3 | $63K | Buy |
+5,068
| New | +$63K | ﹤0.01% | 945 |
|