180 Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
18,416
| – | – | 0.03% | 399 |
|
|
2025
Q1 | $197K | Hold |
18,416
| – | – | 0.03% | 384 |
|
|
2024
Q4 | $193K | Sell |
18,416
-871
| -5% | -$9.11K | 0.03% | 398 |
|
|
2024
Q3 | $218K | Sell |
19,287
-700
| -4% | -$7.9K | 0.03% | 393 |
|
|
2024
Q2 | $219K | Sell |
19,987
-565
| -3% | -$6.19K | 0.04% | 382 |
|
|
2024
Q1 | $220K | Sell |
20,552
-1,073
| -5% | -$11.5K | 0.04% | 353 |
|
|
2023
Q4 | $224K | Hold |
21,625
| – | – | 0.04% | 330 |
|
|
2023
Q3 | $209K | Sell |
21,625
-2,171
| -9% | -$21K | 0.05% | 327 |
|
|
2023
Q2 | $242K | Buy |
23,796
+2,211
| +10% | +$22.5K | 0.05% | 292 |
|
|
2023
Q1 | $222K | Buy |
21,585
+41
| +0.2% | +$422 | 0.05% | 319 |
|
|
2022
Q4 | $240K | Buy |
21,544
+42
| +0.2% | +$468 | 0.06% | 304 |
|
|
2022
Q3 | $205K | Buy |
21,502
+38
| +0.2% | +$362 | 0.06% | 317 |
|
|
2022
Q2 | $235K | Buy |
21,464
+36
| +0.2% | +$394 | 0.06% | 311 |
|
|
2022
Q1 | $257K | Buy |
21,428
+4,476
| +26% | +$53.7K | 0.06% | 308 |
|
|
2021
Q4 | $236K | Buy |
16,952
+1,840
| +12% | +$25.6K | 0.05% | 316 |
|
|
2021
Q3 | $228K | Buy |
15,112
+4,567
| +43% | +$68.9K | 0.05% | 342 |
|
|
2021
Q2 | $164K | Buy |
+10,545
| New | +$164K | 0.04% | 354 |
|