SSWM
BFO

Sheets Smith Wealth Management’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Sheets Smith Wealth Management’s Portfolio BFO Stock Details BFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,915
Closed -$161K – 345
2020
Q3 		$161K Buy
10,915
+500
+5% +$7.37K 0.03% 290
2020
Q2 		$154K Buy
+10,415
New +$152K 0.03% 253

Sheets Smith Wealth Management's BFO Position: Q4 2020 in Review

Sheets Smith Wealth Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q4 2020, closing a stake of 10,915 shares — an estimated $161K sold.

Sheets Smith Wealth Management first reported a position in BFO in Q2 2020 and held it in 2 quarters. The position peaked at $161K in Q3 2020. 0 funds tracked by Wall St. Rank hold BFO as of Q4 2020.

  • Sheets Smith Wealth Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,915 Blackrock Florida Municipal 2020 Term Trust shares in Q4 2020, an estimated $161K.
  • Sheets Smith Wealth Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q2 2020 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $161K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q4 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2020, filed 13 Jan 2021.