IFP Advisors’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 | $34.6K | Buy |
2,439
+50
| +2% | +$709 | ﹤0.01% | 2250 |
|
2025
Q1 | $33.8K | Buy |
2,389
+49
| +2% | +$693 | ﹤0.01% | 2068 |
|
2024
Q4 | $33.1K | Buy |
2,340
+48
| +2% | +$678 | ﹤0.01% | 2038 |
|
2024
Q3 | $33.2K | Buy |
2,292
+46
| +2% | +$666 | ﹤0.01% | 1909 |
|
2024
Q2 | $31.4K | Buy |
2,246
+45
| +2% | +$628 | ﹤0.01% | 1875 |
|
2024
Q1 | $30.9K | Buy |
2,201
+42
| +2% | +$589 | ﹤0.01% | 1774 |
|
2023
Q4 | $30.2K | Buy |
2,159
+59
| +3% | +$825 | ﹤0.01% | 1763 |
|
2023
Q3 | $27.1K | Buy |
2,100
+39
| +2% | +$502 | ﹤0.01% | 1798 |
|
2023
Q2 | $26.5K | Buy |
2,061
+353
| +21% | +$4.55K | ﹤0.01% | 1880 |
|
2023
Q1 | $25.4K | Buy |
1,708
+24
| +1% | +$357 | ﹤0.01% | 1912 |
|
2022
Q4 | $25K | Sell |
1,684
-2,019
| -55% | -$30K | ﹤0.01% | 2705 |
|
2022
Q3 | $55K | Buy |
3,703
+36
| +1% | +$535 | ﹤0.01% | 2288 |
|
2022
Q2 | $55K | Hold |
3,667
| – | – | ﹤0.01% | 2096 |
|
2022
Q1 | $55K | Buy |
+3,667
| New | +$55K | ﹤0.01% | 2096 |
|
2019
Q1 | – | Sell |
-902
| Closed | -$12K | – | 2469 |
|
2018
Q4 | $12K | Hold |
902
| – | – | ﹤0.01% | 2358 |
|
2018
Q3 | $13K | Sell |
902
-500
| -36% | -$7.21K | ﹤0.01% | 2657 |
|
2018
Q2 | $21K | Sell |
1,402
-701
| -33% | -$10.5K | ﹤0.01% | 2392 |
|
2018
Q1 | $33K | Hold |
2,103
| – | – | ﹤0.01% | 2048 |
|
2017
Q4 | $33K | Sell |
2,103
-2,410
| -53% | -$37.8K | ﹤0.01% | 2043 |
|
2017
Q3 | $73K | Hold |
4,513
| – | – | ﹤0.01% | 1731 |
|
2017
Q2 | $71K | Hold |
4,513
| – | – | ﹤0.01% | 1718 |
|
2017
Q1 | $70K | Hold |
4,513
| – | – | ﹤0.01% | 1712 |
|
2016
Q4 | $68K | Sell |
4,513
-695
| -13% | -$10.5K | ﹤0.01% | 1686 |
|
2016
Q3 | $81K | Hold |
5,208
| – | – | ﹤0.01% | 1496 |
|
2016
Q2 | $79K | Buy |
+5,208
| New | +$79K | ﹤0.01% | 1471 |
|
2016
Q1 | – | Sell |
-5,208
| Closed | -$76K | – | 2470 |
|
2015
Q4 | $76K | Buy |
+5,208
| New | +$76K | 0.01% | 1328 |
|