Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $858K | Sell |
40,304
-4,696
| -10% | -$100K | 0.25% | 51 |
|
|
2022
Q3 | $926K | Sell |
45,000
-15,229
| -25% | -$313K | 0.29% | 45 |
|
|
2022
Q2 | $1.34M | Sell |
60,229
-12,932
| -18% | -$288K | 0.41% | 34 |
|
|
2022
Q1 | $1.73M | Sell |
73,161
-1,839
| -2% | -$43.6K | 0.48% | 31 |
|
|
2021
Q4 | $1.95M | Hold |
75,000
| – | – | 0.59% | 28 |
|
|
2021
Q3 | $1.91M | Sell |
75,000
-13,000
| -15% | -$332K | 0.62% | 28 |
|
|
2021
Q2 | $2.31M | Hold |
88,000
| – | – | 0.63% | 28 |
|
|
2021
Q1 | $2.24M | Hold |
88,000
| – | – | 0.63% | 27 |
|
|
2020
Q4 | $2.26M | Hold |
88,000
| – | – | 0.68% | 26 |
|
|
2020
Q3 | $2.2M | Hold |
88,000
| – | – | 0.7% | 21 |
|
|
2020
Q2 | $2.09M | Sell |
88,000
-41,500
| -32% | -$986K | 0.73% | 23 |
|
|
2020
Q1 | $2.94M | Sell |
129,500
-3,000
| -2% | -$68K | 1.22% | 17 |
|
|
2019
Q4 | $3.21M | Hold |
132,500
| – | – | 1.15% | 19 |
|
|
2019
Q3 | $3.14M | Sell |
132,500
-4,000
| -3% | -$94.6K | 1.2% | 19 |
|
|
2019
Q2 | $3.16M | Sell |
136,500
-7,495
| -5% | -$173K | 1.29% | 17 |
|
|
2019
Q1 | $3.2M | Hold |
143,995
| – | – | 1.38% | 17 |
|
|
2018
Q4 | $2.95M | Buy |
+143,995
| New | +$2.95M | 1.47% | 16 |
|