Carson Wealth (CWM LLC)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Hold |
2,419
| – | – | ﹤0.01% | 3727 |
|
|
2025
Q1 | $26K | Sell |
2,419
-2,855
| -54% | -$30.7K | ﹤0.01% | 3478 |
|
|
2024
Q4 | $55K | Buy |
5,274
+2,855
| +118% | +$29.8K | ﹤0.01% | 2723 |
|
|
2024
Q3 | $27K | Buy |
2,419
+1,057
| +78% | +$11.8K | ﹤0.01% | 3166 |
|
|
2024
Q2 | $15K | Hold |
1,362
| – | – | ﹤0.01% | 3288 |
|
|
2024
Q1 | $15K | Hold |
1,362
| – | – | ﹤0.01% | 3073 |
|
|
2023
Q4 | $14K | Buy |
+1,362
| New | +$14K | ﹤0.01% | 2969 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$41K | – | 4171 |
|
|
2023
Q1 | $41K | Buy |
+4,000
| New | +$41K | ﹤0.01% | 2002 |
|