Northwestern Mutual Wealth Management’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 | $221K | Sell |
24,125
-98
| -0.4% | -$899 | ﹤0.01% | 1693 |
|
2025
Q1 | $235K | Buy |
24,223
+1
| +0% | +$10 | ﹤0.01% | 1600 |
|
2024
Q4 | $236K | Buy |
24,222
+2
| +0% | +$20 | ﹤0.01% | 1582 |
|
2024
Q3 | $260K | Buy |
24,220
+2
| +0% | +$21 | ﹤0.01% | 1542 |
|
2024
Q2 | $245K | Buy |
24,218
+1
| +0% | +$10 | ﹤0.01% | 1501 |
|
2024
Q1 | $242K | Sell |
24,217
-399
| -2% | -$3.99K | ﹤0.01% | 1489 |
|
2023
Q4 | $252K | Buy |
24,616
+2
| +0% | +$20 | ﹤0.01% | 1427 |
|
2023
Q3 | $221K | Sell |
24,614
-798
| -3% | -$7.16K | ﹤0.01% | 1427 |
|
2023
Q2 | $246K | Sell |
25,412
-55,693
| -69% | -$539K | ﹤0.01% | 1390 |
|
2023
Q1 | $807K | Sell |
81,105
-14,158
| -15% | -$141K | ﹤0.01% | 966 |
|
2022
Q4 | $895K | Sell |
95,263
-28,107
| -23% | -$264K | ﹤0.01% | 908 |
|
2022
Q3 | $1.21M | Sell |
123,370
-14,812
| -11% | -$146K | ﹤0.01% | 777 |
|
2022
Q2 | $1.53M | Sell |
138,182
-28,439
| -17% | -$315K | ﹤0.01% | 696 |
|
2022
Q1 | $1.95M | Buy |
166,621
+107,179
| +180% | +$1.26M | ﹤0.01% | 648 |
|
2021
Q4 | $892K | Buy |
59,442
+14,622
| +33% | +$219K | ﹤0.01% | 868 |
|
2021
Q3 | $606K | Buy |
44,820
+1,301
| +3% | +$17.6K | ﹤0.01% | 917 |
|
2021
Q2 | $593K | Buy |
43,519
+1,301
| +3% | +$17.7K | ﹤0.01% | 924 |
|
2021
Q1 | $534K | Buy |
42,218
+16,115
| +62% | +$204K | ﹤0.01% | 895 |
|
2020
Q4 | $332K | Buy |
26,103
+6,300
| +32% | +$80.1K | ﹤0.01% | 967 |
|
2020
Q3 | $234K | Buy |
19,803
+7,399
| +60% | +$87.4K | ﹤0.01% | 973 |
|
2020
Q2 | $147K | Buy |
12,404
+6,468
| +109% | +$76.7K | ﹤0.01% | 1074 |
|
2020
Q1 | $67K | Hold |
5,936
| – | – | ﹤0.01% | 1263 |
|
2019
Q4 | $76K | Hold |
5,936
| – | – | ﹤0.01% | 1292 |
|
2019
Q3 | $75K | Sell |
5,936
-1,142
| -16% | -$14.4K | ﹤0.01% | 1267 |
|
2019
Q2 | $89K | Buy |
7,078
+3,578
| +102% | +$45K | ﹤0.01% | 1169 |
|
2019
Q1 | $43K | Hold |
3,500
| – | – | ﹤0.01% | 1414 |
|
2018
Q4 | $37K | Hold |
3,500
| – | – | ﹤0.01% | 1359 |
|
2018
Q3 | $39K | Hold |
3,500
| – | – | ﹤0.01% | 1408 |
|
2018
Q2 | $39K | Hold |
3,500
| – | – | ﹤0.01% | 1343 |
|
2018
Q1 | $40K | Sell |
3,500
-3,207
| -48% | -$36.7K | ﹤0.01% | 1285 |
|
2017
Q4 | $80K | Hold |
6,707
| – | – | ﹤0.01% | 992 |
|
2017
Q3 | $81K | Buy |
6,707
+1,207
| +22% | +$14.6K | ﹤0.01% | 951 |
|
2017
Q2 | $65K | Hold |
5,500
| – | – | ﹤0.01% | 1009 |
|
2017
Q1 | $63K | Hold |
5,500
| – | – | ﹤0.01% | 963 |
|
2016
Q4 | $62K | Buy |
+5,500
| New | +$62K | ﹤0.01% | 957 |
|
2015
Q3 | – | Sell |
-1,862
| Closed | -$20K | – | 1673 |
|
2015
Q2 | $20K | Buy |
+1,862
| New | +$20K | ﹤0.01% | 870 |
|