JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$8.68K | – | 2005 |
|
|
2024
Q1 | $8.68K | Hold |
500
| – | – | ﹤0.01% | 869 |
|
|
2023
Q4 | $8.07K | Hold |
500
| – | – | ﹤0.01% | 851 |
|
|
2023
Q3 | $7.4K | Hold |
500
| – | – | ﹤0.01% | 833 |
|
|
2023
Q2 | $7.83K | Hold |
500
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $7.81K | Hold |
500
| – | – | ﹤0.01% | 806 |
|
|
2022
Q4 | $6.72K | Hold |
500
| – | – | ﹤0.01% | 869 |
|
|
2022
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 699 |
|