Lumature Wealth Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.6K | Hold |
2,350
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $20.2K | Hold |
2,350
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $21.2K | Sell |
2,350
-850
| -27% | -$7.66K | 0.01% | 265 |
|
|
2022
Q3 | $26K | Hold |
3,200
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $28K | Hold |
3,200
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $32K | Hold |
3,200
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $32K | Hold |
3,200
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $31K | Sell |
3,200
-3,500
| -52% | -$33.9K | 0.01% | 253 |
|
|
2021
Q2 | $68K | Sell |
6,700
-9,400
| -58% | -$95.4K | 0.03% | 210 |
|
|
2021
Q1 | $152K | Sell |
16,100
-15,025
| -48% | -$142K | 0.08% | 143 |
|
|
2020
Q4 | $264K | Buy |
+31,125
| New | +$264K | 0.25% | 109 |
|