Insigneo Advisory Services’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
15,369
-250
| -2% | -$3.79K | 0.02% | 525 |
|
|
2025
Q1 | $225K | Buy |
+15,619
| New | +$225K | 0.02% | 488 |
|
|
2024
Q2 | – | Sell |
-16,804
| Closed | -$297K | – | 592 |
|
|
2024
Q1 | $297K | Hold |
16,804
| – | – | 0.04% | 386 |
|
|
2023
Q4 | $283K | Hold |
16,804
| – | – | 0.04% | 341 |
|
|
2023
Q3 | $272K | Hold |
16,804
| – | – | 0.06% | 305 |
|
|
2023
Q2 | $284K | Buy |
16,804
+500
| +3% | +$8.44K | 0.05% | 293 |
|
|
2023
Q1 | $271K | Buy |
16,304
+1,419
| +10% | +$23.6K | 0.09% | 216 |
|
|
2022
Q4 | $247K | Buy |
+14,885
| New | +$247K | 0.09% | 219 |
|