Dakota Wealth Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $691K | Sell |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $601K | Hold |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $611K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $552K | Buy |
|