Cambridge Investment Research Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
24,941
+11,175
+81% +$180K ﹤0.01% 2740
2025
Q1
$217K Buy
13,766
+2,021
+17% +$31.9K ﹤0.01% 3135
2024
Q4
$193K Buy
11,745
+277
+2% +$4.55K ﹤0.01% 3201
2024
Q3
$203K Sell
11,468
-2,598
-18% -$46K ﹤0.01% 3140
2024
Q2
$247K Buy
14,066
+1,804
+15% +$31.7K ﹤0.01% 2859
2024
Q1
$213K Buy
12,262
+5
+0% +$87 ﹤0.01% 2976
2023
Q4
$198K Buy
12,257
+34
+0.3% +$549 ﹤0.01% 2911
2023
Q3
$181K Buy
+12,223
New +$181K ﹤0.01% 2846