IFP Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$5.23K | – | 4363 |
|
|
2024
Q4 | $5.23K | Buy |
+500
| New | +$5.23K | ﹤0.01% | 2776 |
|
|
2023
Q1 | – | Sell |
-8,521
| Closed | -$106K | – | 3498 |
|
|
2022
Q4 | $106K | Sell |
8,521
-26
| -0.3% | -$323 | ﹤0.01% | 1713 |
|
|
2022
Q3 | $106K | Sell |
8,547
-2
| -0% | -$25 | ﹤0.01% | 1819 |
|
|
2022
Q2 | $106K | Hold |
8,549
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q1 | $106K | Buy |
+8,549
| New | +$106K | ﹤0.01% | 1648 |
|
|
2019
Q1 | $12K | Sell |
1,000
-1,580
| -61% | -$19K | ﹤0.01% | 1530 |
|
|
2018
Q4 | $29K | Hold |
2,580
| – | – | ﹤0.01% | 1893 |
|
|
2018
Q3 | $32K | Sell |
2,580
-3,664
| -59% | -$45.4K | ﹤0.01% | 2142 |
|
|
2018
Q2 | $75K | Hold |
6,244
| – | – | ﹤0.01% | 1644 |
|
|
2018
Q1 | $83K | Hold |
6,244
| – | – | ﹤0.01% | 1494 |
|
|
2017
Q4 | $83K | Sell |
6,244
-21,433
| -77% | -$285K | ﹤0.01% | 1492 |
|
|
2017
Q3 | $376K | Hold |
27,677
| – | – | 0.01% | 810 |
|
|
2017
Q2 | $372K | Buy |
27,677
+1,014
| +4% | +$13.6K | 0.02% | 804 |
|
|
2017
Q1 | $351K | Buy |
26,663
+11,347
| +74% | +$149K | 0.02% | 842 |
|
|
2016
Q4 | $199K | Buy |
15,316
+608
| +4% | +$7.9K | 0.01% | 1055 |
|
|
2016
Q3 | $196K | Buy |
14,708
+6,486
| +79% | +$86.4K | 0.01% | 1014 |
|
|
2016
Q2 | $107K | Buy |
8,222
+7,222
| +722% | +$94K | 0.01% | 1294 |
|
|
2016
Q1 | $12K | Sell |
1,000
-6,526
| -87% | -$78.3K | ﹤0.01% | 1530 |
|
|
2015
Q4 | $93K | Buy |
+7,526
| New | +$93K | 0.01% | 1216 |
|