KLI
Kelman-Lazarov Inc’s BlackRock Multi-Sector Income Trust BIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-192,230
| Closed | -$3.6M | – | 121 |
|
|
2017
Q3 | $3.6M | Sell |
192,230
-2,028
| -1% | -$37.9K | 1.9% | 12 |
|
|
2017
Q2 | $3.52M | Buy |
194,258
+842
| +0.4% | +$15.3K | 1.93% | 12 |
|
|
2017
Q1 | $3.35M | Sell |
193,416
-3,038
| -2% | -$52.6K | 2.16% | 12 |
|
|
2016
Q4 | $3.24M | Buy |
196,454
+5,054
| +3% | +$83.3K | 1.83% | 14 |
|
|
2016
Q3 | $3.25M | Buy |
191,400
+6,875
| +4% | +$117K | 1.84% | 15 |
|
|
2016
Q2 | $3.05M | Buy |
184,525
+2,850
| +2% | +$47.1K | 1.74% | 17 |
|
|
2016
Q1 | $2.87M | Buy |
+181,675
| New | +$2.87M | 1.68% | 17 |
|