Lakeridge Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Lakeridge Wealth Management’s Portfolio BKCC Stock Details BKCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33,972	Closed	-$131K	–	140
2023 Q4	$131K	Buy	+33,972	New	+$124K	0.1%	129

Other funds holding BKCC

SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Lakeridge Wealth Management's BKCC Position: Q1 2024 in Review

Lakeridge Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 33,972 shares — an estimated $131K sold.

Lakeridge Wealth Management first reported a position in BKCC in Q4 2023 and held it in 1 quarter. The position peaked at $131K in Q4 2023. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

Lakeridge Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
Lakeridge Wealth Management sold 33,972 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $131K.
Lakeridge Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q4 2023 and held it in 1 quarter.
Lakeridge Wealth Management's BlackRock Capital Investment Corporation position peaked at $131K in Q4 2023.
1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Lakeridge Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.