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Kestra Private Wealth Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kestra Private Wealth Services’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
+13,813
New +$145K ﹤0.01% 1671
2023
Q4 		– Sell
-19,269
Closed -$187K – 1227
2023
Q3 		$187K Sell
19,269
-843
-4% -$8.46K 0.01% 1043
2023
Q2 		$204K Buy
20,112
+460
+2% +$4.73K 0.01% 961
2023
Q1 		$202K Sell
19,652
-2,547
-11% -$27.2K 0.01% 929
2022
Q4 		$224K Buy
22,199
+10,004
+82% +$102K 0.01% 766
2022
Q3 		$116K Buy
12,195
+255
+2% +$2.8K 0.01% 831
2022
Q2 		$130K Sell
11,940
-384
-3% -$4.38K 0.01% 835
2022
Q1 		$155K Buy
12,324
+211
+2% +$2.79K 0.01% 907
2021
Q4 		$182K Buy
12,113
+180
+2% +$2.72K 0.01% 925
2021
Q3 		$181K Buy
11,933
+173
+1% +$2.68K 0.01% 867
2021
Q2 		$183K Buy
+11,760
New +$176K 0.01% 819

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