Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,520
| Closed | -$239K | – | 278 |
|
|
2023
Q2 | $239K | Hold |
11,520
| – | – | 0.05% | 300 |
|
|
2023
Q1 | $250K | Hold |
11,520
| – | – | 0.05% | 289 |
|
|
2022
Q4 | $245K | Hold |
11,520
| – | – | 0.05% | 297 |
|
|
2022
Q3 | $236K | Sell |
11,520
-67,425
| -85% | -$1.38M | 0.06% | 272 |
|
|
2022
Q2 | $1.75M | Hold |
78,945
| – | – | 0.36% | 82 |
|
|
2022
Q1 | $1.87M | Buy |
78,945
+400
| +0.5% | +$9.45K | 0.31% | 88 |
|
|
2021
Q4 | $2.04M | Buy |
78,545
+7,655
| +11% | +$199K | 0.33% | 81 |
|
|
2021
Q3 | $1.81M | Buy |
70,890
+8,190
| +13% | +$209K | 0.46% | 64 |
|
|
2021
Q2 | $1.65M | Buy |
62,700
+33,590
| +115% | +$881K | 0.42% | 66 |
|
|
2021
Q1 | $740K | Hold |
29,110
| – | – | 0.25% | 98 |
|
|
2020
Q4 | $748K | Buy |
+29,110
| New | +$748K | 0.16% | 150 |
|