9258 Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $222K | Buy |
|
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|
2023
Q3 | $200K | Sell |
|
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|
2023
Q2 | $215K | Hold |
|
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|
2023
Q1 | $218K | Sell |
|
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|
2022
Q4 | $227K | Sell |
|
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|
2022
Q3 | $238K | Buy |
|
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|
2022
Q2 | $263K | Sell |
|
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|
2022
Q1 | $304K | Buy |
|
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|
2021
Q4 | $350K | Buy |
|
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|
2021
Q3 | $318K | Buy |
|
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|
2021
Q2 | $278K | Buy |
|
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|
2021
Q1 | $216K | Buy |
|
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $149K | Hold |
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|
2020
Q2 | $143K | Buy |
|