Concurrent Investment 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 | $244K | Sell |
22,375
-44
| -0.2% | -$480 | ﹤0.01% | 1160 |
|
|
2025
Q1 | $240K | Buy |
22,419
+1,643
| +8% | +$17.6K | 0.01% | 1029 |
|
|
2024
Q4 | $217K | Buy |
20,776
+4,477
| +27% | +$46.8K | 0.01% | 944 |
|
|
2024
Q3 | $184K | Buy |
16,299
+665
| +4% | +$7.5K | 0.01% | 945 |
|
|
2024
Q2 | $167K | Hold |
15,634
| – | – | 0.01% | 884 |
|
|
2024
Q1 | $167K | Sell |
15,634
-4,725
| -23% | -$50.5K | 0.01% | 817 |
|
|
2023
Q4 | $210K | Buy |
+20,359
| New | +$210K | 0.01% | 747 |
|