EverSource Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-963
Closed -$9.77K 2527
2023
Q2
$9.77K Hold
963
﹤0.01% 1451
2023
Q1
$9.91K Hold
963
﹤0.01% 1362
2022
Q4
$9.73K Hold
963
﹤0.01% 1343
2022
Q3
$9K Buy
+963
New +$9K ﹤0.01% 1150