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OTA Financial Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

OTA Financial Group’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,325
Closed -$291K – 12
2023
Q1 		$291K Buy
+28,325
New +$302K 0.26% 40
2019
Q1 		– Sell
-25,963
Closed -$290K – 40
2018
Q4 		$290K Buy
+25,963
New +$304K 0.14% 53
2018
Q1 		– Sell
-20,925
Closed -$278K – 64
2017
Q4 		$278K Buy
+20,925
New +$279K 0.11% 56
2015
Q2 		$677K Buy
+52,462
New +$694K 0.48% 44
2015
Q1 		– Sell
-52,462
Closed -$677K – 66
2014
Q4 		$677K Buy
52,462
+29,060
+124% +$388K 0.48% 44
2014
Q3 		$321K Buy
+23,402
New +$316K 0.43% 49

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