Lokken Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,297
| Closed | -$110K | – | 140 |
|
|
2025
Q1 | $110K | Hold |
10,297
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $108K | Hold |
10,297
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $116K | Hold |
10,297
| – | – | 0.05% | 154 |
|
|
2024
Q2 | $110K | Hold |
10,297
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $110K | Hold |
10,297
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $106K | Hold |
10,297
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $99.7K | Hold |
10,297
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $105K | Hold |
10,297
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $106K | Hold |
10,297
| – | – | 0.08% | 125 |
|
|
2022
Q4 | $104K | Hold |
10,297
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $98K | Buy |
+10,297
| New | +$98K | 0.08% | 112 |
|