Atria Wealth Solutions’s BlackRock Limited Duration Income Trust BLW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,700
| Closed | -$165K | – | 1505 |
|
2025
Q1 | $165K | Hold |
11,700
| – | – | ﹤0.01% | 1741 |
|
2024
Q4 | $165K | Sell |
11,700
-2,500
| -18% | -$35.3K | ﹤0.01% | 1831 |
|
2024
Q3 | $206K | Hold |
14,200
| – | – | ﹤0.01% | 1758 |
|
2024
Q2 | $198K | Hold |
14,200
| – | – | ﹤0.01% | 1765 |
|
2024
Q1 | $199K | Hold |
14,200
| – | – | ﹤0.01% | 1818 |
|
2023
Q4 | $199K | Sell |
14,200
-1,820
| -11% | -$25.4K | ﹤0.01% | 1771 |
|
2023
Q3 | $206K | Hold |
16,020
| – | – | ﹤0.01% | 1671 |
|
2023
Q2 | $206K | Hold |
16,020
| – | – | ﹤0.01% | 1670 |
|
2023
Q1 | $210K | Buy |
16,020
+4,750
| +42% | +$62.3K | ﹤0.01% | 1640 |
|
2022
Q4 | $147K | Sell |
11,270
-16,165
| -59% | -$211K | ﹤0.01% | 1653 |
|
2022
Q3 | $332K | Buy |
+27,435
| New | +$332K | 0.01% | 1234 |
|
2022
Q2 | – | Sell |
-19,270
| Closed | -$276K | – | 1620 |
|
2022
Q1 | $276K | Buy |
+19,270
| New | +$276K | ﹤0.01% | 1360 |
|