Cyndeo Wealth Partners’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.76M Sell
668,770
-65,110
-9% -$951K 0.58% 43
2025
Q1
$10.6M Buy
733,880
+170,000
+30% +$2.46M 0.7% 36
2024
Q4
$8.23M Buy
563,880
+126,000
+29% +$1.84M 0.56% 56
2024
Q3
$6.66M Buy
437,880
+77,672
+22% +$1.18M 0.46% 68
2024
Q2
$5.25M Buy
360,208
+43,731
+14% +$638K 0.41% 72
2024
Q1
$5.03M Hold
316,477
0.42% 78
2023
Q4
$4.75M Buy
316,477
+54,342
+21% +$815K 0.44% 75
2023
Q3
$3.79M Buy
262,135
+7,000
+3% +$101K 0.4% 85
2023
Q2
$3.67M Buy
255,135
+6,631
+3% +$95.3K 0.38% 90
2023
Q1
$3.63M Buy
248,504
+121,965
+96% +$1.78M 0.39% 84
2022
Q4
$1.8M Buy
+126,539
New +$1.8M 0.21% 131