WFG Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $67K | Hold |
5,700
| – | – | 0.02% | 631 |
|
|
2017
Q1 | $65K | Hold |
5,700
| – | – | 0.02% | 594 |
|
|
2016
Q4 | $64K | Buy |
+5,700
| New | +$64K | 0.02% | 660 |
|
|
2015
Q1 | – | Sell |
-1,390
| Closed | -$16K | – | 1774 |
|
|
2014
Q4 | $16K | Hold |
1,390
| – | – | ﹤0.01% | 1293 |
|
|
2014
Q3 | $16K | Sell |
1,390
-5,965
| -81% | -$68.7K | ﹤0.01% | 1337 |
|
|
2014
Q2 | $83K | Hold |
7,355
| – | – | 0.02% | 722 |
|
|
2014
Q1 | $80K | Hold |
7,355
| – | – | 0.02% | 719 |
|
|
2013
Q4 | $75K | Hold |
7,355
| – | – | 0.01% | 855 |
|
|
2013
Q3 | $78K | Sell |
7,355
-1,600
| -18% | -$17K | 0.01% | 781 |
|
|
2013
Q2 | $101K | Buy |
+8,955
| New | +$101K | 0.02% | 663 |
|