First Foundation Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $151K | Hold |
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|
2023
Q3 | $141K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $139K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.96M | Sell |
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|
2020
Q3 | $3.16M | Buy |
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|
2020
Q2 | $2.93M | Buy |
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|
2020
Q1 | $2.58M | Sell |
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|
2019
Q4 | $3.92M | Buy |
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|
2019
Q3 | $3.31M | Sell |
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|
2019
Q2 | $3.23M | Sell |
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|
2019
Q1 | $3.11M | Sell |
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|
2018
Q4 | $3.51M | Buy |
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|
2018
Q3 | $3.8M | Buy |
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|
2018
Q2 | $3.62M | Buy |
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|
2018
Q1 | $3.7M | Sell |
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|
2017
Q4 | $4.21M | Buy |
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|
2017
Q3 | $3.92M | Buy |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $4.04M | Sell |
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|
2016
Q4 | $5.42M | Buy |
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|
2016
Q3 | $5.46M | Sell |
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|
2016
Q2 | $5.94M | Buy |
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|
2016
Q1 | $4.87M | Buy |
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|
2015
Q4 | $4.16M | Buy |
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|
2015
Q3 | $3.09M | Buy |
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|
2015
Q2 | $2.95M | Buy |
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|
2015
Q1 | $2.59M | Buy |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q3 | $831K | Buy |
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|
2014
Q2 | $748K | Buy |
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|
2014
Q1 | $620K | Buy |
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|
2013
Q4 | $586K | Buy |
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|
2013
Q3 | $534K | Buy |
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|
2013
Q2 | $172K | Buy |
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