Avantax Planning Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $441K | Hold |
49,635
| – | – | 0.01% | 283 |
|
2025
Q1 | $427K | Hold |
49,635
| – | – | 0.02% | 284 |
|
2024
Q4 | $411K | Hold |
49,635
| – | – | 0.01% | 284 |
|
2024
Q3 | $429K | Hold |
49,635
| – | – | 0.02% | 281 |
|
2024
Q2 | $406K | Buy |
49,635
+678
| +1% | +$5.54K | 0.01% | 321 |
|
2024
Q1 | $404K | Buy |
+48,957
| New | +$404K | 0.01% | 317 |
|
2018
Q2 | – | Sell |
-1,719
| Closed | -$15K | – | 360 |
|
2018
Q1 | $15K | Buy |
+1,719
| New | +$15K | ﹤0.01% | 880 |
|