Marks Group Wealth Management’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 | $1.07M | Hold |
97,838
| – | – | 0.1% | 173 |
|
|
2025
Q1 | $1.05M | Hold |
97,838
| – | – | 0.1% | 179 |
|
|
2024
Q4 | $1.02M | Hold |
97,838
| – | – | 0.1% | 169 |
|
|
2024
Q3 | $1.1M | Buy |
97,838
+446
| +0.5% | +$5.03K | 0.11% | 171 |
|
|
2024
Q2 | $1.04M | Buy |
97,392
+5,147
| +6% | +$55.1K | 0.11% | 167 |
|
|
2024
Q1 | $986K | Hold |
92,245
| – | – | 0.1% | 171 |
|
|
2023
Q4 | $952K | Hold |
92,245
| – | – | 0.11% | 172 |
|
|
2023
Q3 | $893K | Hold |
92,245
| – | – | 0.11% | 170 |
|
|
2023
Q2 | $936K | Hold |
92,245
| – | – | 0.11% | 168 |
|
|
2023
Q1 | $949K | Buy |
+92,245
| New | +$949K | 0.12% | 166 |
|