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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Sell
2025
Q2
$400K Sell
2025
Q1
$428K Sell
2024
Q4
$594K Buy