Wealthstreet Investment Advisors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-20,900
Closed -$549K 359
2021
Q1
$549K Hold
20,900
0.05% 241
2020
Q4
$598K Hold
20,900
0.06% 221
2020
Q3
$498K Buy
20,900
+7,500
+56% +$113K 0.06% 222
2020
Q2
$221K Buy
13,400
+3,400
+34% +$50.5K 0.03% 300
2020
Q1
$147K Hold
10,000
0.02% 291
2019
Q4
$149K Hold
10,000
0.02% 339
2019
Q3
$150K Hold
10,000
0.02% 326
2019
Q2
$151K Hold
10,000
0.02% 332
2019
Q1
$150K Hold
10,000
0.02% 334
2018
Q4
$149K Hold
10,000
0.02% 320
2018
Q3
$148K Hold
10,000
0.02% 336
2018
Q2
$151K Hold
10,000
0.02% 338
2018
Q1
$151K Buy
+10,000
New +$152K 0.02% 332

Wealthstreet Investment Advisors's BKK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2021, closing a stake of 20,900 shares — an estimated $549K sold.

Wealthstreet Investment Advisors first reported a position in BKK in Q1 2018 and held it in 13 quarters. The position peaked at $598K in Q4 2020. 0 funds tracked by Wall St. Rank hold BKK as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 20,900 Blackrock Municipal 2020 Term Trust shares in Q2 2021, an estimated $549K.
  • Wealthstreet Investment Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2018 and held it in 13 quarters.
  • Wealthstreet Investment Advisors's Blackrock Municipal 2020 Term Trust position peaked at $598K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.