IFP Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,200
| Closed | -$34.7K | – | 4956 |
|
|
2025
Q1 | $34.7K | Hold |
2,200
| – | – | ﹤0.01% | 2054 |
|
|
2024
Q4 | $36.1K | Buy |
+2,200
| New | +$36.1K | ﹤0.01% | 1986 |
|
|
2023
Q1 | – | Sell |
-327
| Closed | -$7K | – | 3656 |
|
|
2022
Q4 | $7K | Buy |
327
+69
| +27% | +$1.48K | ﹤0.01% | 3593 |
|
|
2022
Q3 | $5K | Buy |
258
+98
| +61% | +$1.9K | ﹤0.01% | 4018 |
|
|
2022
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 3977 |
|
|
2022
Q1 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 3977 |
|