Physician Wealth 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
Q2 | $109K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $132K | Sell |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $147K | Hold |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $149K | Buy |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $142K | Hold |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $181K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $225K | Buy |
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