Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,400
| Closed | -$18K | – | 624 |
|
|
2018
Q1 | $18K | Hold |
1,400
| – | – | 0.01% | 488 |
|
|
2017
Q4 | $19K | Sell |
1,400
-500
| -26% | -$6.79K | 0.01% | 467 |
|
|
2017
Q3 | $25K | Hold |
1,900
| – | – | 0.02% | 360 |
|
|
2017
Q2 | $26K | Hold |
1,900
| – | – | 0.03% | 339 |
|
|
2017
Q1 | $25K | Hold |
1,900
| – | – | 0.03% | 316 |
|
|
2016
Q4 | $24K | Buy |
+1,900
| New | +$24K | 0.03% | 315 |
|