EWM
BKCC
Evercore Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,272
| Closed | -$70.7K | – | 450 |
|
|
2023
Q4 | $70.7K | Hold |
18,272
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $67.8K | Hold |
18,272
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $59.9K | Hold |
18,272
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $63K | Hold |
18,272
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $66.1K | Hold |
18,272
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $62K | Hold |
18,272
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $67K | Hold |
18,272
| – | – | ﹤0.01% | 385 |
|
|
2022
Q1 | $77K | Hold |
18,272
| – | – | ﹤0.01% | 427 |
|
|
2021
Q4 | $73K | Buy |
+18,272
| New | +$73K | ﹤0.01% | 418 |
|