HBK Sorce Advisory’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-34,620
| Closed | -$334K | – | 667 |
|
|
2025
Q4 | $334K | Hold |
34,620
| – | – | 0.01% | 453 |
|
|
2025
Q3 | $330K | Buy |
34,620
+5,500
| +19% | +$50.4K | 0.01% | 451 |
|
|
2025
Q2 | $267K | Buy |
29,120
+295
| +1% | +$2.69K | 0.01% | 489 |
|
|
2025
Q1 | $279K | Hold |
28,825
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $281K | Buy |
28,825
+2,450
| +9% | +$25.5K | 0.01% | 469 |
|
|
2024
Q3 | $283K | Hold |
26,375
| – | – | 0.01% | 467 |
|
|
2024
Q2 | $267K | Buy |
26,375
+1,980
| +8% | +$19.8K | 0.01% | 468 |
|
|
2024
Q1 | $244K | Buy |
24,395
+2,445
| +11% | +$25K | 0.01% | 510 |
|
|
2023
Q4 | $225K | Buy |
+21,950
| New | +$207K | 0.01% | 495 |
|