Sterling Investment Advisors (Pennsylvania)’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-45,700
| Closed | -$938K | – | 140 |
|
2022
Q3 | $938K | Hold |
45,700
| – | – | 0.35% | 73 |
|
2022
Q2 | $1.01M | Sell |
45,700
-11,475
| -20% | -$254K | 0.35% | 72 |
|
2022
Q1 | $1.35M | Sell |
57,175
-17,395
| -23% | -$411K | 0.38% | 73 |
|
2021
Q4 | $1.93M | Sell |
74,570
-3,597
| -5% | -$93.3K | 0.54% | 61 |
|
2021
Q3 | $2M | Buy |
78,167
+2,384
| +3% | +$60.8K | 0.59% | 57 |
|
2021
Q2 | $1.99M | Sell |
75,783
-577
| -0.8% | -$15.1K | 0.58% | 58 |
|
2021
Q1 | $1.94M | Sell |
76,360
-1,250
| -2% | -$31.8K | 0.63% | 53 |
|
2020
Q4 | $1.99M | Hold |
77,610
| – | – | 0.68% | 47 |
|
2020
Q3 | $1.94M | Buy |
77,610
+8,760
| +13% | +$219K | 0.75% | 39 |
|
2020
Q2 | $1.64M | Buy |
+68,850
| New | +$1.64M | 0.68% | 46 |
|