Geneos 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
2022
Q2
Sell
-460
Closed -$7K 2599
2022
Q1
$7K Hold
460
﹤0.01% 2205
2021
Q4
$7K Sell
460
-257
-36% -$3.91K ﹤0.01% 2286
2021
Q3
$13K Hold
717
﹤0.01% 2104
2021
Q2
$13K Hold
717
﹤0.01% 2089
2021
Q1
$13K Hold
717
﹤0.01% 2258
2020
Q4
$13K Hold
717
﹤0.01% 2108
2020
Q3
$12K Hold
717
﹤0.01% 1872
2020
Q2
$13K Hold
717
﹤0.01% 1790
2020
Q1
$12K Hold
717
﹤0.01% 1712
2019
Q4
$13K Hold
717
﹤0.01% 1863
2019
Q3
$13K Hold
717
﹤0.01% 1776
2019
Q2
$13K Hold
717
﹤0.01% 1804
2019
Q1
$12K Hold
717
﹤0.01% 1768
2018
Q4
$12K Hold
717
﹤0.01% 1715
2018
Q3
$12K Sell
717
-583
-45% -$9.76K ﹤0.01% 1774
2018
Q2
$22K Hold
1,300
﹤0.01% 1398
2018
Q1
$22K Hold
1,300
﹤0.01% 1344
2017
Q4
$24K Hold
1,300
﹤0.01% 1308
2017
Q3
$24K Sell
1,300
-167
-11% -$3.08K ﹤0.01% 1250
2017
Q2
$28K Hold
1,467
﹤0.01% 1138
2017
Q1
$27K Hold
1,467
﹤0.01% 1124
2016
Q4
$27K Hold
1,467
﹤0.01% 1058
2016
Q3
$28K Hold
1,467
﹤0.01% 1007
2016
Q2
$29K Hold
1,467
﹤0.01% 992
2016
Q1
$29K Buy
+1,467
New +$29K ﹤0.01% 972