Institute for Wealth Management’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Sell |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $283K | Sell |
|
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|
2024
Q3 | $281K | Hold |
|
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|
2024
Q2 | $286K | Hold |
|
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|
2024
Q1 | $278K | Hold |
|
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|
2023
Q4 | $271K | Sell |
|
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $303K | Sell |
|
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|
2023
Q1 | $295K | Sell |
|
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|
2022
Q4 | $296K | Sell |
|
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $369K | Hold |
|
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $366K | Hold |
|
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $350K | Sell |
|
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|
2020
Q4 | $317K | Hold |
|
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|
2020
Q3 | $282K | Hold |
|
|||||
|
2020
Q2 | $264K | Hold |
|
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|
2020
Q1 | $237K | Sell |
|
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|
2019
Q4 | $329K | Hold |
|
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|
2019
Q3 | $309K | Hold |
|
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|
2019
Q2 | $302K | Hold |
|
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|
2019
Q1 | $301K | Hold |
|
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|
2018
Q4 | $269K | Sell |
|
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|
2018
Q3 | $374K | Hold |
|
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|
2018
Q2 | $374K | Hold |
|
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|
2018
Q1 | $374K | Buy |
|
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|
2017
Q4 | $345K | Buy |
|
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|
2017
Q3 | $295K | Hold |
|
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|
2017
Q2 | $278K | Buy |
|