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Carmel Capital Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Carmel Capital Partners’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,250
Closed -$240K – 298
2023
Q3 		$240K Buy
+16,250
New +$250K 0.11% 131

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Carmel Capital Partners's ECAT Position: Q4 2023 in Review

Carmel Capital Partners sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2023, closing a stake of 16,250 shares — an estimated $240K sold.

Carmel Capital Partners first reported a position in ECAT in Q3 2023 and held it in 1 quarter. The position peaked at $240K in Q3 2023. 74 funds tracked by Wall St. Rank hold ECAT as of Q4 2023.

  • Carmel Capital Partners reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 16,250 BlackRock ESG Capital Allocation Term Trust shares in Q4 2023, an estimated $240K.
  • Carmel Capital Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $240K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.