MSWM
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McGlone Suttner Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

McGlone Suttner Wealth Management’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,941
Closed -$30.4K – 257
2023
Q4 		$30.4K Buy
+2,941
New +$30.4K 0.01% 356