Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-466
| Closed | -$5.79K | – | 2226 |
|
|
2024
Q1 | $5.79K | Hold |
466
| – | – | ﹤0.01% | 1894 |
|
|
2023
Q4 | $5.4K | Hold |
466
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q3 | $4.72K | Hold |
466
| – | – | ﹤0.01% | 1957 |
|
|
2023
Q2 | $5.43K | Buy |
466
+4
| +0.9% | +$47 | ﹤0.01% | 1975 |
|
|
2023
Q1 | $5.57K | Buy |
462
+4
| +0.9% | +$48 | ﹤0.01% | 2011 |
|
|
2022
Q4 | $5K | Buy |
+458
| New | +$5K | ﹤0.01% | 1814 |
|
|
2022
Q3 | – | Sell |
-9,230
| Closed | -$126K | – | 2210 |
|
|
2022
Q2 | $126K | Hold |
9,230
| – | – | 0.01% | 945 |
|
|
2022
Q1 | $133K | Sell |
9,230
-1,500
| -14% | -$21.6K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $186K | Sell |
10,730
-7,280
| -40% | -$126K | ﹤0.01% | 1127 |
|
|
2021
Q3 | $311K | Hold |
18,010
| – | – | 0.01% | 740 |
|
|
2021
Q2 | $332K | Hold |
18,010
| – | – | 0.01% | 736 |
|
|
2021
Q1 | $317K | Buy |
+18,010
| New | +$317K | 0.01% | 832 |
|