MGB Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
50,369
-45,369
| -47% | -$403K | 0.15% | 131 |
|
|
2025
Q1 | $808K | Buy |
95,738
+47,869
| +100% | +$404K | 0.29% | 88 |
|
|
2024
Q4 | $396K | Hold |
47,869
| – | – | 0.12% | 135 |
|
|
2024
Q3 | $414K | Sell |
47,869
-3,662
| -7% | -$31.7K | 0.15% | 133 |
|
|
2024
Q2 | $430K | Hold |
51,531
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $425K | Hold |
51,531
| – | – | 0.17% | 126 |
|
|
2023
Q4 | $397K | Buy |
+51,531
| New | +$397K | 0.2% | 123 |
|