Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $660K | Buy |
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|
2025
Q3 | $619K | Hold |
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|
2025
Q2 | $633K | Hold |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $606K | Hold |
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|
2024
Q3 | $658K | Hold |
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|
2024
Q2 | $656K | Hold |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $580K | Sell |
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|
2023
Q2 | $618K | Hold |
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|
2023
Q1 | $613K | Hold |
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|
2022
Q4 | $562K | Buy |
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