Oak Family Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$121K Hold
2025
Q2
$119K Sell
2025
Q1
$128K Hold
2024
Q4
$125K Hold
2024
Q3
$135K Hold
2024
Q2
$128K Hold
2024
Q1
$128K Hold
2023
Q4
$123K Sell
2023
Q3
$125K Sell
2023
Q2
$146K Hold
2023
Q1
$148K Hold
2022
Q4
$146K Hold
2022
Q3
$138K Hold
2022
Q2
$157K Hold
2022
Q1
$181K Hold
2021
Q4
$217K Hold
2021
Q3
$219K Hold
2021
Q2
$225K Sell
2021
Q1
$1.12M Sell
2020
Q4
$1.44M Buy