CIA
Concurrent Investment Advisors’s BlackRock Income Trust BKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
16,170
+858
| +6% | +$10.1K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $181K | Buy |
15,312
+1,671
| +12% | +$19.8K | ﹤0.01% | 1136 |
|
|
2024
Q4 | $157K | Buy |
13,641
+2,206
| +19% | +$25.4K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $142K | Sell |
11,435
-1,060
| -8% | -$13.2K | ﹤0.01% | 965 |
|
|
2024
Q2 | $149K | Hold |
12,495
| – | – | ﹤0.01% | 892 |
|
|
2024
Q1 | $149K | Sell |
12,495
-5,445
| -30% | -$64.8K | 0.01% | 827 |
|
|
2023
Q4 | $219K | Buy |
+17,940
| New | +$219K | 0.01% | 736 |
|