Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$52K | – | 808 |
|
|
2021
Q4 | $52K | Hold |
2,000
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $51K | Hold |
2,000
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $52K | Hold |
2,000
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 286 |
|
|
2020
Q3 | – | Sell |
-5,530
| Closed | -$131K | – | 651 |
|
|
2020
Q2 | $131K | Buy |
+5,530
| New | +$131K | 0.03% | 151 |
|