Moneta Group Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-21,412
| Closed | -$441K | – | 675 |
|
2024
Q4 | $441K | Buy |
21,412
+187
| +0.9% | +$3.85K | 0.01% | 429 |
|
2024
Q3 | $459K | Sell |
21,225
-2,074
| -9% | -$44.8K | 0.01% | 427 |
|
2024
Q2 | $484K | Sell |
23,299
-6,486
| -22% | -$135K | 0.01% | 398 |
|
2024
Q1 | $627K | Sell |
29,785
-20,855
| -41% | -$439K | 0.01% | 335 |
|
2023
Q4 | $1.05M | Sell |
50,640
-4,017
| -7% | -$83.6K | 0.02% | 231 |
|
2023
Q3 | $1.06M | Sell |
54,657
-28,249
| -34% | -$548K | 0.02% | 214 |
|
2023
Q2 | $1.72M | Sell |
82,906
-2,085
| -2% | -$43.3K | 0.04% | 177 |
|
2023
Q1 | $1.85M | Buy |
+84,991
| New | +$1.85M | 0.04% | 167 |
|