Joel Isaacson & Co’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-43,586
Closed -$169K 343
2023
Q4
$169K Hold
43,586
0.01% 300
2023
Q3
$162K Hold
43,586
0.01% 294
2023
Q2
$143K Hold
43,586
0.01% 309
2023
Q1
$150K Hold
43,586
0.01% 313
2022
Q4
$158K Hold
43,586
0.01% 308
2022
Q3
$148K Hold
43,586
0.01% 287
2022
Q2
$160K Hold
43,586
0.01% 285
2022
Q1
$188K Hold
43,586
0.01% 297
2021
Q4
$174K Hold
43,586
0.01% 296
2021
Q3
$168K Hold
43,586
0.01% 297
2021
Q2
$171K Hold
43,586
0.01% 284
2021
Q1
$146K Hold
43,586
0.01% 261
2020
Q4
$117K Buy
43,586
+1,223
+3% +$3.29K 0.01% 234
2020
Q3
$103K Buy
42,363
+2,363
+6% +$6.23K 0.01% 222
2020
Q2
$107K Hold
40,000
0.02% 206
2020
Q1
$88K Hold
40,000
0.02% 187
2019
Q4
$199K Hold
40,000
0.03% 202
2019
Q3
$200K Hold
40,000
0.03% 192
2019
Q2
$241K Hold
40,000
0.04% 182
2019
Q1
$240K Sell
40,000
-44,000
-52% -$269K 0.04% 192
2018
Q4
$507K Buy
84,000
+44,000
+110% +$254K 0.08% 130
2018
Q3
$236K Hold
40,000
0.04% 179
2018
Q2
$233K Hold
40,000
0.04% 179
2018
Q1
$241K Buy
40,000
+10,000
+33% +$58.8K 0.04% 173
2017
Q4
$187K Buy
+30,000
New +$207K 0.03% 185

Other funds holding BKCC

Joel Isaacson & Co's BKCC Position: Q1 2024 in Review

Joel Isaacson & Co sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 43,586 shares — an estimated $169K sold.

Joel Isaacson & Co first reported a position in BKCC in Q4 2017 and held it in 25 quarters. The position peaked at $507K in Q4 2018. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Joel Isaacson & Co reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 43,586 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $169K.
  • Joel Isaacson & Co first reported a position in BlackRock Capital Investment Corporation in Q4 2017 and held it in 25 quarters.
  • Joel Isaacson & Co's BlackRock Capital Investment Corporation position peaked at $507K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Joel Isaacson & Co's 13F filing for Q1 2024, filed 30 Apr 2024.