LP
BHK icon

Lloyd Park’s BlackRock Core Bond Trust BHK Stock Holding History

Lloyd Park’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$176K Sell
17,550
-13,015
-43% -$149K 0.22% 70
2022
Q2 		$346K Buy
+30,565
New +$362K 0.36% 60
2022
Q1 		– Sell
-56,080
Closed -$926K – 62
2021
Q4 		$926K Buy
+56,080
New +$920K 0.73% 46

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UBS Group
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SIA
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LPL Financial
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CIA
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Invesco
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KIM
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Stifel Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return