Crescent Grove 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 | $147K | Hold |
13,500
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $145K | Hold |
13,500
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $141K | Hold |
13,500
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $152K | Hold |
13,500
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $145K | Hold |
13,500
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $144K | Hold |
13,500
| – | – | 0.02% | 293 |
|
|
2023
Q4 | $139K | Hold |
13,500
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $131K | Sell |
13,500
-9,000
| -40% | -$87.1K | 0.02% | 266 |
|
|
2023
Q2 | $228K | Buy |
+22,500
| New | +$228K | 0.02% | 264 |
|