Kapstone Financial Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
24,961
+6,800
+37% +$60.5K 0.11% 103
2025
Q1
$156K Hold
18,161
0.09% 106
2024
Q4
$158K Buy
18,161
+6,400
+54% +$55.7K 0.08% 109
2024
Q3
$102K Buy
11,761
+850
+8% +$7.35K 0.06% 105
2024
Q2
$89.1K Buy
+10,911
New +$89.1K 0.06% 105