Cascade Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,993
| Closed | -$30.8K | – | 123 |
|
2023
Q1 | $30.8K | Buy |
+2,993
| New | +$30.8K | 0.02% | 166 |
|
2022
Q3 | – | Sell |
-2,993
| Closed | -$32.6K | – | 118 |
|
2022
Q2 | $32.6K | Hold |
2,993
| – | – | 0.03% | 171 |
|
2022
Q1 | $37.6K | Sell |
2,993
-2,500
| -46% | -$31.4K | 0.02% | 181 |
|
2021
Q4 | $82.7K | Hold |
5,493
| – | – | 0.05% | 144 |
|
2021
Q3 | $83.2K | Buy |
+5,493
| New | +$83.2K | 0.05% | 138 |
|