MWPCG
Measured Wealth Private Client Group’s BlackRock Income Trust BKT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-11,058
| Closed | -$64K | – | 127 |
|
2020
Q1 | $64K | Hold |
11,058
| – | – | 0.05% | 102 |
|
2019
Q4 | $67K | Sell |
11,058
-19,119
| -63% | -$116K | 0.04% | 104 |
|
2019
Q3 | $183K | Sell |
30,177
-10,150
| -25% | -$61.6K | 0.12% | 121 |
|
2019
Q2 | $244K | Sell |
40,327
-18,070
| -31% | -$109K | 0.14% | 157 |
|
2019
Q1 | $347K | Buy |
58,397
+60
| +0.1% | +$357 | 0.21% | 105 |
|
2018
Q4 | $329K | Sell |
58,337
-17,050
| -23% | -$96.2K | 0.3% | 53 |
|
2018
Q3 | $431K | Hold |
75,387
| – | – | 0.26% | 64 |
|
2018
Q2 | $439K | Buy |
+75,387
| New | +$439K | 0.36% | 51 |
|
2017
Q3 | $605K | Buy |
+96,310
| New | +$605K | 0.83% | 25 |
|