Stratos Wealth Partners’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-27,250
| Closed | -$410K | – | 2881 |
|
|
2017
Q3 | $410K | Sell |
27,250
-10,000
| -27% | -$150K | 0.02% | 566 |
|
|
2017
Q2 | $561K | Sell |
37,250
-400
| -1% | -$6.02K | 0.03% | 418 |
|
|
2017
Q1 | $571K | Buy |
37,650
+750
| +2% | +$11.4K | 0.03% | 393 |
|
|
2016
Q4 | $555K | Buy |
36,900
+20,900
| +131% | +$314K | 0.03% | 359 |
|
|
2016
Q3 | $243K | Buy |
+16,000
| New | +$243K | 0.02% | 556 |
|