Apriem Advisors’s BLACKROCK INCOME OPPORTUNITY TRUST INC BNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,834
| Closed | -$216K | – | 585 |
|
|
2014
Q3 | $216K | Hold |
20,834
| – | – | 0.08% | 96 |
|
|
2014
Q2 | $226K | Sell |
20,834
-1,000
| -5% | -$10.8K | 0.09% | 109 |
|
|
2014
Q1 | $226K | Hold |
21,834
| – | – | 0.09% | 111 |
|
|
2013
Q4 | $212K | Buy |
21,834
+2,000
| +10% | +$19.4K | 0.08% | 108 |
|
|
2013
Q3 | $196K | Hold |
19,834
| – | – | 0.09% | 107 |
|
|
2013
Q2 | $200K | Buy |
+19,834
| New | +$200K | 0.1% | 100 |
|