Connectus Wealth’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
2024
Q1
$882K Hold
82,500
0.02% 241
2023
Q4
$851K Buy
+82,500
New +$851K 0.02% 357
2023
Q3
Sell
-129,740
Closed -$1.32M 485
2023
Q2
$1.32M Buy
+129,740
New +$1.32M 0.03% 258
2022
Q4
Sell
-139,300
Closed -$1.33M 432
2022
Q3
$1.33M Buy
+139,300
New +$1.33M 0.03% 301