BWG
BHL

Beta Wealth Group’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Beta Wealth Group’s Portfolio BHL Stock Details BHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		$338K Sell
24,500
-1,632
-6% -$22.5K 3.94% 9
2013
Q4 		$356K Buy
+26,132
New +$356K 4.51% 7