IBEX Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $3.53M | Sell |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $3.7M | Sell |
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|
2020
Q4 | $3.72M | Sell |
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|
2020
Q3 | $3.71M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $18K | Buy |
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