Clearstead 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
2025 Q2	$146K	Buy	13,366 +177	+1%	+$1.93K	﹤0.01%	960
2025 Q1	$141K	Sell	13,189 -1,783	-12%	-$19.1K	﹤0.01%	904
2024 Q4	$157K	Buy	14,972 +2,124	+17%	+$22.2K	﹤0.01%	914
2024 Q3	$145K	Sell	12,848 -7,820	-38%	-$88.2K	﹤0.01%	938
2024 Q2	$221K	Buy	+20,668	New	+$221K	﹤0.01%	792