Blue Bell Private Wealth Management’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
Q3 | $14.7K | Sell |
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|
2025
Q2 | $27.2K | Sell |
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|
2025
Q1 | $86.3K | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $86.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $24.3K | Sell |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $114K | Buy |
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