OTA Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,325
| Closed | -$291K | – | 10 |
|
|
2023
Q1 | $291K | Buy |
+28,325
| New | +$291K | 0.26% | 39 |
|
|
2019
Q1 | – | Sell |
-25,963
| Closed | -$290K | – | 40 |
|
|
2018
Q4 | $290K | Buy |
+25,963
| New | +$290K | 0.14% | 53 |
|
|
2018
Q1 | – | Sell |
-20,925
| Closed | -$278K | – | 63 |
|
|
2017
Q4 | $278K | Buy |
+20,925
| New | +$278K | 0.11% | 55 |
|
|
2015
Q2 | $677K | Buy |
+52,462
| New | +$677K | 0.48% | 43 |
|
|
2015
Q1 | – | Sell |
-52,462
| Closed | -$677K | – | 66 |
|
|
2014
Q4 | $677K | Buy |
52,462
+29,060
| +124% | +$375K | 0.48% | 43 |
|
|
2014
Q3 | $321K | Buy |
+23,402
| New | +$321K | 0.43% | 49 |
|