de Creative Planning BlackRock Enhanced Equity Dividend Trust BDJ Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 282 k | Vender |
29,438
-313
| -1% | -USD 2.87 k | ﹤0.01% | 3622 |
|
|
2026
Q1 | USD 256 k | Comprar |
29,751
+4,393
| +17% | +USD 41 k | ﹤0.01% | 3543 |
|
|
2025
Q4 | USD 240 k | Comprar |
+25,358
| Nuevas | +USD 231 k | ﹤0.01% | 3408 |
|
|
2025
Q3 | – | Vender |
-15,520
| Cerradas | -USD 138 k | – | 3920 |
|
|
2025
Q2 | USD 138 k | Vender |
15,520
-23,576
| -60% | -USD 198 k | ﹤0.01% | 3358 |
|
|
2025
Q1 | USD 336 k | Comprar |
39,096
+4,022
| +11% | +USD 35 k | ﹤0.01% | 2650 |
|
|
2024
Q4 | USD 290 k | Comprar |
35,074
+2,527
| +8% | +USD 22 k | ﹤0.01% | 2691 |
|
|
2024
Q3 | USD 282 k | Vender |
32,547
-98,718
| -75% | -USD 827 k | ﹤0.01% | 2567 |
|
|
2024
Q2 | USD 1.07 M | Comprar |
131,265
+29,145
| +29% | +USD 237 k | ﹤0.01% | 1356 |
|
|
2024
Q1 | USD 842 k | Comprar |
102,120
+64,366
| +170% | +USD 513 k | ﹤0.01% | 1457 |
|
|
2023
Q4 | USD 290 k | Vender |
37,754
-3,955
| -9% | -USD 29.8 k | ﹤0.01% | 2106 |
|
|
2023
Q3 | USD 317 k | Vender |
41,709
-3,300
| -7% | -USD 26.4 k | ﹤0.01% | 1888 |
|
|
2023
Q2 | USD 375 k | Vender |
45,009
-1,278
| -3% | -USD 10.6 k | ﹤0.01% | 1742 |
|
|
2023
Q1 | USD 398 k | Vender |
46,287
-1,934
| -4% | -USD 17.2 k | ﹤0.01% | 1622 |
|
|
2022
Q4 | USD 434 k | Vender |
48,221
-1,752
| -4% | -USD 15.5 k | ﹤0.01% | 1507 |
|
|
2022
Q3 | USD 405 k | Vender |
49,973
-1,649
| -3% | -USD 15.2 k | ﹤0.01% | 1460 |
|
|
2022
Q2 | USD 456 k | Vender |
51,622
-679
| -1% | -USD 6.35 k | ﹤0.01% | 1370 |
|
|
2022
Q1 | USD 518 k | Mantener |
52,301
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q4 | USD 527 k | Comprar |
52,301
+2,065
| +4% | +USD 20.8 k | ﹤0.01% | 1268 |
|
|
2021
Q3 | USD 492 k | Vender |
50,236
-13,893
| -22% | -USD 140 k | ﹤0.01% | 1307 |
|
|
2021
Q2 | USD 650 k | Comprar |
64,129
+19,873
| +45% | +USD 200 k | ﹤0.01% | 1133 |
|
|
2021
Q1 | USD 419 k | Vender |
44,256
-800
| -2% | -USD 7.06 k | ﹤0.01% | 1559 |
|
|
2020
Q4 | USD 382 k | Vender |
45,056
-9,017
| -17% | -USD 70.7 k | ﹤0.01% | 1467 |
|
|
2020
Q3 | USD 395 k | Vender |
54,073
-11,057
| -17% | -USD 82.4 k | ﹤0.01% | 1257 |
|
|
2020
Q2 | USD 478 k | Vender |
65,130
-28,197
| -30% | -USD 201 k | ﹤0.01% | 1058 |
|
|
2020
Q1 | USD 609 k | Vender |
93,327
-33,682
| -27% | -USD 287 k | ﹤0.01% | 852 |
|
|
2019
Q4 | USD 1.26 M | Comprar |
127,009
+9,270
| +8% | +USD 87.2 k | ﹤0.01% | 683 |
|
|
2019
Q3 | USD 1.08 M | Comprar |
117,739
+585
| +0.5% | +USD 5.26 k | ﹤0.01% | 718 |
|
|
2019
Q2 | USD 1.04 M | Comprar |
117,154
+4,107
| +4% | +USD 35.5 k | ﹤0.01% | 749 |
|
|
2019
Q1 | USD 967 k | Vender |
113,047
-338
| -0.3% | -USD 2.85 k | ﹤0.01% | 747 |
|
|
2018
Q4 | USD 881 k | Comprar |
113,385
+3,951
| +4% | +USD 33.6 k | ﹤0.01% | 720 |
|
|
2018
Q3 | USD 1.04 M | Vender |
109,434
-523
| -0.5% | -USD 4.89 k | ﹤0.01% | 749 |
|
|
2018
Q2 | USD 1.01 M | Comprar |
109,957
+4,078
| +4% | +USD 36.8 k | ﹤0.01% | 744 |
|
|
2018
Q1 | USD 924 k | Comprar |
105,879
+64,021
| +153% | +USD 587 k | ﹤0.01% | 779 |
|
|
2017
Q4 | USD 386 k | Vender |
41,858
-253
| -0.6% | -USD 2.3 k | ﹤0.01% | 1220 |
|
|
2017
Q3 | USD 382 k | Comprar |
42,111
+7,555
| +22% | +USD 67.2 k | ﹤0.01% | 1183 |
|
|
2017
Q2 | USD 304 k | Vender |
34,556
-2,377
| -6% | -USD 20.6 k | ﹤0.01% | 1285 |
|
|
2017
Q1 | USD 316 k | Comprar |
36,933
+9,189
| +33% | +USD 76.6 k | ﹤0.01% | 1230 |
|
|
2016
Q4 | USD 226 k | Comprar |
27,744
+3,346
| +14% | +USD 26.4 k | ﹤0.01% | 1351 |
|
|
2016
Q3 | USD 193 k | Comprar |
24,398
+7,467
| +44% | +USD 59.6 k | ﹤0.01% | 1419 |
|
|
2016
Q2 | USD 133 k | Vender |
16,931
-1,529
| -8% | -USD 11.7 k | ﹤0.01% | 1488 |
|
|
2016
Q1 | USD 139 k | Vender |
18,460
-5,403
| -23% | -USD 38.8 k | ﹤0.01% | 1428 |
|
|
2015
Q4 | USD 182 k | Vender |
23,863
-2,162
| -8% | -USD 16.3 k | ﹤0.01% | 1256 |
|
|
2015
Q3 | USD 187 k | Vender |
26,025
-767
| -3% | -USD 5.87 k | ﹤0.01% | 1226 |
|
|
2015
Q2 | USD 214 k | Mantener |
26,792
| – | – | ﹤0.01% | 854 |
|
|
2015
Q1 | USD 220 k | Vender |
26,792
-4,196
| -14% | -USD 34.2 k | ﹤0.01% | 1141 |
|
|
2014
Q4 | USD 252 k | Vender |
30,988
-8,884
| -22% | -USD 73 k | ﹤0.01% | 1011 |
|
|
2014
Q3 | USD 327 k | Comprar |
39,872
+11,267
| +39% | +USD 93.4 k | ﹤0.01% | 823 |
|
|
2014
Q2 | USD 240 k | Vender |
28,605
-5,832
| -17% | -USD 47.5 k | ﹤0.01% | 940 |
|
|
2014
Q1 | USD 273 k | Vender |
34,437
-13,378
| -28% | -USD 105 k | ﹤0.01% | 859 |
|
|
2013
Q4 | USD 380 k | Vender |
47,815
-12,518
| -21% | -USD 96.9 k | 0.01% | 602 |
|
|
2013
Q3 | USD 454 k | Vender |
60,333
-8,245
| -12% | -USD 63.2 k | 0.01% | 477 |
|
|
2013
Q2 | USD 522 k | Comprar |
+68,578
| Nuevas | +USD 531 k | 0.01% | 394 |
|
Otros fondos que tienen BDJ en su cartera
Posición de Creative Planning en BDJ: resumen de T2 2026
Creative Planning redujo su participación en BlackRock Enhanced Equity Dividend Trust (BDJ) en 1.1% durante T2 2026, al vender acciones por un valor estimado de USD 2.87 k, y conservó 29,438 acciones valuadas en USD 282 k. La posición representa ﹤0.01% de la cartera y ocupa el puesto #3622.
Creative Planning reportó por primera vez una posición en BDJ en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. La posición alcanzó su máximo de USD 1.26 M en T4 2019. Al cierre de T2 2026, 219 fondos que sigue Wall St. Rank mantienen una posición en BDJ.
- Al cierre de T2 2026, Creative Planning tenía 29,438 acciones de BlackRock Enhanced Equity Dividend Trust con un valor de USD 282 k.
- Creative Planning vendió 313 acciones de BlackRock Enhanced Equity Dividend Trust en T2 2026, por un valor estimado de USD 2.87 k.
- BlackRock Enhanced Equity Dividend Trust representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 3622.
- Creative Planning reportó por primera vez una posición en BlackRock Enhanced Equity Dividend Trust en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- La posición de Creative Planning en BlackRock Enhanced Equity Dividend Trust alcanzó su máximo de USD 1.26 M en T4 2019.
- Al cierre de T2 2026, 219 fondos que sigue Wall St. Rank tenían BlackRock Enhanced Equity Dividend Trust en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.