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Kingswood Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Kingswood Wealth Advisors’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Sell
26,401
-3,345
-11% -$50.6K 0.03% 482
2025
Q1 		$428K Sell
29,746
-9,472
-24% -$136K 0.04% 436
2024
Q4 		$594K Buy
+39,218
New +$594K 0.04% 394