Dakota Wealth Management’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-33,346
| Closed | -$610K | – | 319 |
|
2020
Q3 | $610K | Sell |
33,346
-4,333
| -11% | -$79.3K | 0.1% | 153 |
|
2020
Q2 | $697K | Sell |
37,679
-1,000
| -3% | -$18.5K | 0.12% | 136 |
|
2020
Q1 | $668K | Sell |
38,679
-3,676
| -9% | -$63.5K | 0.15% | 131 |
|
2019
Q4 | $769K | Sell |
42,355
-1,595
| -4% | -$29K | 0.12% | 154 |
|
2019
Q3 | $802K | Sell |
43,950
-433
| -1% | -$7.9K | 0.14% | 147 |
|
2019
Q2 | $805K | Sell |
44,383
-617
| -1% | -$11.2K | 0.15% | 133 |
|
2019
Q1 | $804K | Sell |
45,000
-1,333
| -3% | -$23.8K | 0.16% | 133 |
|
2018
Q4 | $784K | Hold |
46,333
| – | – | 0.18% | 106 |
|
2018
Q3 | $795K | Buy |
+46,333
| New | +$795K | 0.18% | 106 |
|