Mayflower Financial Advisors’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 | $153K | Hold |
14,000
| – | – | 0.02% | 385 |
|
|
2025
Q1 | $150K | Sell |
14,000
-3,000
| -18% | -$32.2K | 0.02% | 383 |
|
|
2024
Q4 | $178K | Hold |
17,000
| – | – | 0.03% | 374 |
|
|
2024
Q3 | $192K | Sell |
17,000
-2,026
| -11% | -$22.9K | 0.03% | 361 |
|
|
2024
Q2 | $204K | Hold |
19,026
| – | – | 0.03% | 335 |
|
|
2024
Q1 | $203K | Hold |
19,026
| – | – | 0.03% | 341 |
|
|
2023
Q4 | $196K | Buy |
+19,026
| New | +$196K | 0.03% | 326 |
|