Palo Alto Wealth 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
2023 Q4	–	Sell	-29,380	Closed	-$572K	–	39
2023 Q3	$572K	Sell	29,380 -2,400	-8%	-$46.7K	0.48%	22
2023 Q2	$662K	Sell	31,780 -1,840	-5%	-$38.3K	0.53%	24
2023 Q1	$732K	Sell	33,620 -11,178	-25%	-$244K	0.59%	24
2022 Q4	$954K	Buy	+44,798	New	+$954K	0.81%	20