Melfa 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
$145K Hold
13,236
0.09% 188
2025
Q1
$142K Sell
13,236
-9
-0.1% -$96 0.1% 183
2024
Q4
$139K Hold
13,245
0.09% 185
2024
Q3
$149K Hold
13,245
0.1% 184
2024
Q2
$142K Hold
13,245
0.1% 180
2024
Q1
$142K Buy
13,245
+69
+0.5% +$738 0.1% 176
2023
Q4
$136K Buy
13,176
+74
+0.6% +$764 0.13% 127
2023
Q3
$127K Buy
13,102
+71
+0.5% +$687 0.14% 120
2023
Q2
$132K Buy
13,031
+68
+0.5% +$690 0.13% 124
2023
Q1
$133K Buy
12,963
+63
+0.5% +$648 0.13% 124
2022
Q4
$130K Buy
+12,900
New +$130K 0.14% 123