Concert Wealth Management’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,895
| Closed | -$74K | – | 184 |
|
|
2017
Q1 | $74K | Hold |
3,895
| – | – | 0.02% | 477 |
|
|
2016
Q4 | $74K | Hold |
3,895
| – | – | 0.02% | 479 |
|
|
2016
Q3 | $75K | Hold |
3,895
| – | – | 0.01% | 774 |
|
|
2016
Q2 | $78K | Sell |
3,895
-3,413
| -47% | -$68.3K | 0.01% | 653 |
|
|
2016
Q1 | $146K | Buy |
7,308
+3,413
| +88% | +$68.2K | 0.02% | 624 |
|
|
2015
Q4 | $75K | Hold |
3,895
| – | – | 0.01% | 660 |
|
|
2015
Q3 | $74K | Hold |
3,895
| – | – | 0.01% | 677 |
|
|
2015
Q2 | $74K | Hold |
3,895
| – | – | 0.01% | 676 |
|
|
2015
Q1 | $75K | Sell |
3,895
-175
| -4% | -$3.37K | 0.02% | 432 |
|
|
2014
Q4 | $78K | Buy |
4,070
+175
| +4% | +$3.35K | 0.01% | 614 |
|
|
2014
Q3 | $74K | Hold |
3,895
| – | – | 0.01% | 533 |
|
|
2014
Q2 | $74K | Hold |
3,895
| – | – | 0.01% | 556 |
|
|
2014
Q1 | $77K | Sell |
3,895
-53
| -1% | -$1.05K | 0.01% | 545 |
|
|
2013
Q4 | $76K | Sell |
3,948
-100
| -2% | -$1.93K | 0.01% | 523 |
|
|
2013
Q3 | $81K | Sell |
4,048
-575
| -12% | -$11.5K | 0.01% | 518 |
|
|
2013
Q2 | $95K | Buy |
+4,623
| New | +$95K | 0.01% | 496 |
|