Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-151,749
| Closed | -$1.77M | – | 123 |
|
|
2020
Q1 | $1.77M | Sell |
151,749
-95,994
| -39% | -$1.12M | 0.43% | 40 |
|
|
2019
Q4 | $3.46M | Sell |
247,743
-10,419
| -4% | -$146K | 0.66% | 28 |
|
|
2019
Q3 | $3.52M | Sell |
258,162
-17,867
| -6% | -$243K | 0.78% | 30 |
|
|
2019
Q2 | $3.58M | Sell |
276,029
-14,691
| -5% | -$191K | 1.12% | 25 |
|
|
2019
Q1 | $3.61M | Buy |
290,720
+17,860
| +7% | +$222K | 0.95% | 26 |
|
|
2018
Q4 | $3.05M | Buy |
272,860
+66,520
| +32% | +$744K | 1.07% | 23 |
|
|
2018
Q3 | $2.53M | Buy |
+206,340
| New | +$2.53M | 0.55% | 32 |
|