CIA
Concurrent Investment Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Buy |
17,942
+2,364
| +15% | +$33.5K | ﹤0.01% | 1136 |
|
2025
Q1 | $220K | Buy |
15,578
+94
| +0.6% | +$1.33K | 0.01% | 1072 |
|
2024
Q4 | $219K | Buy |
15,484
+450
| +3% | +$6.36K | 0.01% | 941 |
|
2024
Q3 | $218K | Sell |
15,034
-32
| -0.2% | -$463 | 0.01% | 901 |
|
2024
Q2 | $210K | Buy |
+15,066
| New | +$210K | 0.01% | 850 |
|