Newbridge Financial Services Group’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,077
Closed -$20K 1396
2021
Q2
$20K Hold
1,077
0.01% 776
2021
Q1
$19K Hold
1,077
0.01% 700
2020
Q4
$19K Buy
1,077
+4
+0.4% +$67 0.02% 551
2020
Q3
$17K Buy
+1,073
New +$17.3K 0.02% 541

Other funds holding BKN

Newbridge Financial Services Group's BKN Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2021, closing a stake of 1,077 shares — an estimated $20K sold.

Newbridge Financial Services Group first reported a position in BKN in Q3 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 57 funds tracked by Wall St. Rank hold BKN as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,077 BlackRock Investment Quality Municipal Trust shares in Q3 2021, an estimated $20K.
  • Newbridge Financial Services Group first reported a position in BlackRock Investment Quality Municipal Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's BlackRock Investment Quality Municipal Trust position peaked at $20K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.