Laurel Wealth Advisors (California)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,867
| Closed | -$209K | – | 741 |
|
|
2021
Q4 | $209K | Buy |
13,867
+147
| +1% | +$2.22K | 0.02% | 747 |
|
|
2021
Q3 | $208K | Buy |
13,720
+107
| +0.8% | +$1.62K | 0.04% | 435 |
|
|
2021
Q2 | $212K | Buy |
+13,613
| New | +$212K | 0.03% | 482 |
|
|
2019
Q2 | – | Sell |
-12,677
| Closed | -$157K | – | 389 |
|
|
2019
Q1 | $157K | Buy |
12,677
+30
| +0.2% | +$372 | 0.04% | 370 |
|
|
2018
Q4 | $141K | Buy |
+12,647
| New | +$141K | 0.04% | 323 |
|