LWM
Loveless Wealth Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.1M | Buy |
95,730
+75
| +0.1% | +$1.64K | 1.37% | 25 |
|
|
2022
Q1 | $2.43M | Buy |
95,655
+2,465
| +3% | +$62.6K | 1.37% | 22 |
|
|
2021
Q4 | $2.48M | Buy |
93,190
+15
| +0% | +$399 | 1.36% | 24 |
|
|
2021
Q3 | $2.34M | Buy |
93,175
+250
| +0.3% | +$6.28K | 1.42% | 23 |
|
|
2021
Q2 | $2.39M | Buy |
92,925
+2,195
| +2% | +$56.5K | 1.46% | 21 |
|
|
2021
Q1 | $2.28M | Buy |
90,730
+1,040
| +1% | +$26.2K | 1.51% | 20 |
|
|
2020
Q4 | $2.25M | Buy |
89,690
+1,230
| +1% | +$30.8K | 1.66% | 17 |
|
|
2020
Q3 | $1.93M | Buy |
88,460
+3,615
| +4% | +$78.7K | 1.62% | 20 |
|
|
2020
Q2 | $1.8M | Buy |
84,845
+4,950
| +6% | +$105K | 1.68% | 16 |
|
|
2020
Q1 | $1.36M | Buy |
79,895
+3,881
| +5% | +$66.1K | 1.6% | 20 |
|
|
2019
Q4 | $1.71M | Buy |
+76,014
| New | +$1.71M | 1.47% | 21 |
|