Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
1,964
-1,000
| -34% | -$10.9K | 0.01% | 407 |
|
|
2025
Q1 | $31.8K | Hold |
2,964
| – | – | 0.01% | 277 |
|
|
2024
Q4 | $31K | Hold |
2,964
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $33.4K | Hold |
2,964
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $31.7K | Buy |
2,964
+1,964
| +196% | +$21K | 0.01% | 272 |
|
|
2024
Q1 | $10.7K | Hold |
1,000
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $10.3K | Hold |
1,000
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $9.68K | Hold |
1,000
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $10.2K | Hold |
1,000
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $10.3K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $10.1K | Hold |
1,000
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $11K | Hold |
1,000
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $15K | Hold |
1,000
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $15K | Hold |
1,000
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $15K | Hold |
1,000
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $15K | Hold |
1,000
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $14K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $13K | Hold |
1,000
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $12K | Hold |
1,000
| – | – | 0.01% | 219 |
|
|
2019
Q4 | $14K | Buy |
+1,000
| New | +$14K | 0.01% | 238 |
|