LPL Financial’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $160K | Sell |
17,432
-9,509
| -35% | -$87.2K | ﹤0.01% | 5010 |
|
2025
Q1 | $261K | Buy |
26,941
+2,656
| +11% | +$25.7K | ﹤0.01% | 4567 |
|
2024
Q4 | $237K | Buy |
24,285
+666
| +3% | +$6.5K | ﹤0.01% | 4594 |
|
2024
Q3 | $253K | Buy |
23,619
+4,171
| +21% | +$44.7K | ﹤0.01% | 4475 |
|
2024
Q2 | $197K | Sell |
19,448
-2,127
| -10% | -$21.5K | ﹤0.01% | 4480 |
|
2024
Q1 | $216K | Sell |
21,575
-1,173
| -5% | -$11.7K | ﹤0.01% | 4388 |
|
2023
Q4 | $233K | Sell |
22,748
-65,265
| -74% | -$668K | ﹤0.01% | 4221 |
|
2023
Q3 | $789K | Buy |
88,013
+22,244
| +34% | +$200K | ﹤0.01% | 3081 |
|
2023
Q2 | $636K | Buy |
65,769
+7,620
| +13% | +$73.7K | ﹤0.01% | 3203 |
|
2023
Q1 | $579K | Buy |
58,149
+5,178
| +10% | +$51.5K | ﹤0.01% | 3191 |
|
2022
Q4 | $498K | Buy |
52,971
+13,112
| +33% | +$123K | ﹤0.01% | 3235 |
|
2022
Q3 | $392K | Buy |
39,859
+8,284
| +26% | +$81.5K | ﹤0.01% | 3348 |
|
2022
Q2 | $350K | Buy |
+31,575
| New | +$350K | ﹤0.01% | 3478 |
|
2021
Q1 | – | Sell |
-13,711
| Closed | -$174K | – | 4059 |
|
2020
Q4 | $174K | Buy |
13,711
+1,283
| +10% | +$16.3K | ﹤0.01% | 3550 |
|
2020
Q3 | $147K | Sell |
12,428
-77
| -0.6% | -$911 | ﹤0.01% | 3267 |
|
2020
Q2 | $148K | Buy |
+12,505
| New | +$148K | ﹤0.01% | 3175 |
|
2017
Q2 | – | Sell |
-18,145
| Closed | -$209K | – | 2816 |
|
2017
Q1 | $209K | Buy |
18,145
+3,850
| +27% | +$44.3K | ﹤0.01% | 2467 |
|
2016
Q4 | $161K | Sell |
14,295
-730
| -5% | -$8.22K | ﹤0.01% | 2529 |
|
2016
Q3 | $187K | Buy |
15,025
+3,420
| +29% | +$42.6K | ﹤0.01% | 2415 |
|
2016
Q2 | $149K | Sell |
11,605
-14,885
| -56% | -$191K | ﹤0.01% | 2443 |
|
2016
Q1 | $319K | Buy |
26,490
+12,300
| +87% | +$148K | ﹤0.01% | 2458 |
|
2015
Q4 | $165K | Buy |
14,190
+1,668
| +13% | +$19.4K | ﹤0.01% | 2879 |
|
2015
Q3 | $138K | Buy |
12,522
+726
| +6% | +$8K | ﹤0.01% | 2606 |
|
2015
Q2 | $127K | Buy |
11,796
+1,418
| +14% | +$15.3K | ﹤0.01% | 2728 |
|
2015
Q1 | $120K | Buy |
+10,378
| New | +$120K | ﹤0.01% | 2657 |
|
2014
Q4 | – | Sell |
-11,733
| Closed | -$132K | – | 2733 |
|
2014
Q3 | $132K | Hold |
11,733
| – | – | ﹤0.01% | 2572 |
|
2014
Q2 | $132K | Hold |
11,733
| – | – | ﹤0.01% | 2568 |
|
2014
Q1 | $127K | Sell |
11,733
-2,640
| -18% | -$28.6K | ﹤0.01% | 2535 |
|
2013
Q4 | $147K | Buy |
14,373
+1,692
| +13% | +$17.3K | ﹤0.01% | 2512 |
|
2013
Q3 | $131K | Buy |
+12,681
| New | +$131K | ﹤0.01% | 2416 |
|