B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,383
| Closed | -$148K | – | 400 |
|
|
2020
Q3 | $148K | Buy |
+10,383
| New | +$148K | 0.02% | 382 |
|
|
2015
Q3 | – | Sell |
-700
| Closed | -$8K | – | 217 |
|
|
2015
Q2 | $8K | Hold |
700
| – | – | 0.01% | 778 |
|
|
2015
Q1 | $9K | Hold |
700
| – | – | 0.01% | 767 |
|
|
2014
Q4 | $9K | Hold |
700
| – | – | 0.01% | 749 |
|
|
2014
Q3 | $9K | Hold |
700
| – | – | 0.01% | 787 |
|
|
2014
Q2 | $9K | Hold |
700
| – | – | 0.01% | 842 |
|
|
2014
Q1 | $9K | Buy |
+700
| New | +$9K | 0.01% | 783 |
|