SVWAG
Sound View Wealth Advisors Group’s BlackRock Municipal Income Trust BFK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,524
| Closed | -$100K | – | 386 |
|
|
2022
Q3 | $100K | Hold |
10,524
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $113K | Hold |
10,524
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $128K | Hold |
10,524
| – | – | 0.02% | 284 |
|
|
2021
Q4 | $164K | Hold |
10,524
| – | – | 0.03% | 287 |
|
|
2021
Q3 | $156K | Hold |
10,524
| – | – | 0.03% | 280 |
|
|
2021
Q2 | $162K | Hold |
10,524
| – | – | 0.03% | 282 |
|
|
2021
Q1 | $158K | Sell |
10,524
-1,276
| -11% | -$19.2K | 0.04% | 264 |
|
|
2020
Q4 | $183K | Sell |
11,800
-3,200
| -21% | -$49.6K | 0.04% | 251 |
|
|
2020
Q3 | $206K | Hold |
15,000
| – | – | 0.05% | 234 |
|
|
2020
Q2 | $199K | Hold |
15,000
| – | – | 0.06% | 236 |
|
|
2020
Q1 | $194K | Hold |
15,000
| – | – | 0.07% | 206 |
|
|
2019
Q4 | $213K | Sell |
15,000
-3,000
| -17% | -$42.6K | 0.06% | 232 |
|
|
2019
Q3 | $254K | Hold |
18,000
| – | – | 0.08% | 214 |
|
|
2019
Q2 | $250K | Buy |
+18,000
| New | +$250K | 0.07% | 219 |
|