Baird Financial Group’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $530K | Buy |
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