JWA
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JFS Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

JFS Wealth Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,000
Closed -$127K – 470
2018
Q1 		$127K Hold
10,000
– – 0.03% 176
2017
Q4 		$133K Hold
10,000
– – 0.03% 172
2017
Q3 		$136K Buy
+10,000
New +$136K 0.04% 165