Kelman-Lazarov Inc’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,608
| Closed | -$285K | – | 93 |
|
|
2018
Q3 | $285K | Sell |
16,608
-30,708
| -65% | -$527K | 0.17% | 87 |
|
|
2018
Q2 | $828K | Sell |
47,316
-10,059
| -18% | -$176K | 0.44% | 58 |
|
|
2018
Q1 | $1.01M | Sell |
57,375
-4,250
| -7% | -$74.8K | 0.54% | 53 |
|
|
2017
Q4 | $1.14M | Sell |
61,625
-2,967
| -5% | -$54.9K | 0.58% | 50 |
|
|
2017
Q3 | $1.22M | Sell |
64,592
-2,466
| -4% | -$46.5K | 0.64% | 48 |
|
|
2017
Q2 | $1.28M | Sell |
67,058
-1,667
| -2% | -$31.8K | 0.7% | 45 |
|
|
2017
Q1 | $1.28M | Hold |
68,725
| – | – | 0.82% | 41 |
|
|
2016
Q4 | $1.31M | Sell |
68,725
-3,000
| -4% | -$57K | 0.74% | 43 |
|
|
2016
Q3 | $1.39M | Buy |
71,725
+2,333
| +3% | +$45.4K | 0.79% | 37 |
|
|
2016
Q2 | $1.38M | Sell |
69,392
-2,316
| -3% | -$45.9K | 0.79% | 39 |
|
|
2016
Q1 | $1.42M | Buy |
+71,708
| New | +$1.42M | 0.83% | 37 |
|