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