Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
10,000
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $107K | Hold |
10,000
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $105K | Sell |
10,000
-1,845
| -16% | -$19.3K | 0.02% | 245 |
|
|
2024
Q3 | $132K | Sell |
11,845
-2,839
| -19% | -$31.5K | 0.02% | 182 |
|
|
2024
Q2 | $158K | Hold |
14,684
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $147K | Hold |
14,684
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $156K | Hold |
14,684
| – | – | 0.03% | 166 |
|
|
2023
Q3 | $142K | Hold |
14,684
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $149K | Buy |
14,684
+1,845
| +14% | +$18.8K | 0.04% | 148 |
|
|
2023
Q1 | $133K | Hold |
12,839
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $142K | Hold |
12,839
| – | – | 0.04% | 148 |
|
|
2022
Q3 | $129K | Hold |
12,839
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $147K | Sell |
12,839
-2,772
| -18% | -$31.7K | 0.04% | 148 |
|
|
2022
Q1 | $181K | Hold |
15,611
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $224K | Hold |
15,611
| – | – | 0.06% | 149 |
|
|
2021
Q3 | $235K | Hold |
15,611
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $247K | Hold |
15,611
| – | – | 0.07% | 129 |
|
|
2021
Q1 | $229K | Hold |
15,611
| – | – | 0.07% | 129 |
|
|
2020
Q4 | $233K | Hold |
15,611
| – | – | 0.08% | 127 |
|
|
2020
Q3 | $217K | Hold |
15,611
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $225K | Buy |
+15,611
| New | +$225K | 0.09% | 121 |
|