B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36,138
| Closed | -$367K | – | 1504 |
|
|
2023
Q2 | $367K | Buy |
+36,138
| New | +$367K | 0.01% | 1019 |
|
|
2015
Q1 | – | Sell |
-1,586
| Closed | -$20 | – | 749 |
|
|
2014
Q4 | $20 | Buy |
+1,586
| New | +$20 | ﹤0.01% | 2534 |
|
|
2014
Q3 | – | Sell |
-1,030
| Closed | -$14.2K | – | 805 |
|
|
2014
Q2 | $14.2K | Buy |
+1,030
| New | +$14.2K | ﹤0.01% | 1633 |
|