PWA
Primoris Wealth Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
88,500
-17,000
| -16% | -$186K | 0.66% | 42 |
|
|
2025
Q1 | $1.21M | Buy |
105,500
+6,500
| +7% | +$74.7K | 0.94% | 35 |
|
|
2024
Q4 | $1.1M | Buy |
99,000
+1,500
| +2% | +$16.7K | 0.84% | 33 |
|
|
2024
Q3 | $1.26M | Buy |
97,500
+43,000
| +79% | +$556K | 0.91% | 38 |
|
|
2024
Q2 | $652K | Buy |
54,500
+10,000
| +22% | +$120K | 0.52% | 54 |
|
|
2024
Q1 | $552K | Buy |
44,500
+6,000
| +16% | +$74.5K | 0.44% | 58 |
|
|
2023
Q4 | $457K | Hold |
38,500
| – | – | 0.43% | 56 |
|
|
2023
Q3 | $390K | Buy |
38,500
+10,000
| +35% | +$101K | 0.47% | 48 |
|
|
2023
Q2 | $331K | Buy |
+28,500
| New | +$331K | 0.36% | 52 |
|