Geneos Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1K Sell
991
-991
-50% -$14.1K ﹤0.01% 2182
2025
Q1
$28K Buy
+1,982
New +$28K ﹤0.01% 2182
2022
Q4
Sell
-4,120
Closed -$49K 2027
2022
Q3
$49K Buy
+4,120
New +$49K ﹤0.01% 1033
2018
Q2
Sell
-490
Closed -$7K 2261
2018
Q1
$7K Buy
+490
New +$7K ﹤0.01% 1750