Integrated Wealth Concepts’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
Q2 | $179K | Buy |
16,423
+5
| +0% | +$55 | ﹤0.01% | 1788 |
|
|
2025
Q1 | $176K | Buy |
16,418
+5
| +0% | +$54 | ﹤0.01% | 1642 |
|
|
2024
Q4 | $172K | Buy |
16,413
+7
| +0% | +$73 | ﹤0.01% | 1627 |
|
|
2024
Q3 | $185K | Buy |
16,406
+405
| +3% | +$4.57K | ﹤0.01% | 1567 |
|
|
2024
Q2 | $171K | Buy |
16,001
+4,926
| +44% | +$52.8K | ﹤0.01% | 1544 |
|
|
2024
Q1 | $118K | Buy |
11,075
+4
| +0% | +$43 | ﹤0.01% | 1571 |
|
|
2023
Q4 | $114K | Sell |
11,071
-2,707
| -20% | -$27.9K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $133K | Buy |
13,778
+5
| +0% | +$48 | ﹤0.01% | 1461 |
|
|
2023
Q2 | $140K | Buy |
13,773
+3
| +0% | +$30 | ﹤0.01% | 1467 |
|
|
2023
Q1 | $142K | Hold |
13,770
| – | – | ﹤0.01% | 1257 |
|
|
2022
Q4 | $139K | Buy |
+13,770
| New | +$139K | ﹤0.01% | 974 |
|