Sheets Smith Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,312
| Closed | -$148K | – | 308 |
|
|
2022
Q1 | $148K | Hold |
10,312
| – | – | 0.02% | 345 |
|
|
2021
Q4 | $179K | Hold |
10,312
| – | – | 0.02% | 365 |
|
|
2021
Q3 | $178K | Hold |
10,312
| – | – | 0.02% | 358 |
|
|
2021
Q2 | $190K | Hold |
10,312
| – | – | 0.03% | 352 |
|
|
2021
Q1 | $182K | Hold |
10,312
| – | – | 0.03% | 322 |
|
|
2020
Q4 | $177K | Hold |
10,312
| – | – | 0.03% | 325 |
|
|
2020
Q3 | $161K | Hold |
10,312
| – | – | 0.03% | 289 |
|
|
2020
Q2 | $159K | Buy |
+10,312
| New | +$159K | 0.03% | 250 |
|