SWM
Seed Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
59,620
-3,100
| -5% | -$67.9K | 0.97% | 28 |
|
|
2025
Q1 | $1.33M | Hold |
62,720
| – | – | 1.08% | 23 |
|
|
2024
Q4 | $1.29M | Buy |
62,720
+18,500
| +42% | +$381K | 1.04% | 21 |
|
|
2024
Q3 | $956K | Sell |
44,220
-2,000
| -4% | -$43.2K | 0.76% | 35 |
|
|
2024
Q2 | $960K | Buy |
46,220
+27,350
| +145% | +$568K | 0.84% | 31 |
|
|
2024
Q1 | $394K | Sell |
18,870
-900
| -5% | -$18.8K | 0.38% | 69 |
|
|
2023
Q4 | $411K | Buy |
19,770
+6,620
| +50% | +$138K | 0.42% | 63 |
|
|
2023
Q3 | $255K | Buy |
+13,150
| New | +$255K | 0.29% | 97 |
|