Amplius Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Buy |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $3.32M | Sell |
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|
2022
Q3 | $20.7M | Sell |
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|
2022
Q2 | $38M | Buy |
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|
2022
Q1 | $41M | Buy |
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|
2021
Q4 | $35M | Buy |
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