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
2026 Q1	$101K	Hold	10,000	–	–	0.01%	279
2025 Q4	$108K	Hold	10,000	–	–	0.02%	260
2025 Q3	$111K	Hold	10,000	–	–	0.02%	262
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%	-$20.1K	0.02%	245
2024 Q3	$132K	Sell	11,845 -2,839	-19%	-$31K	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%	+$19K	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%	-$31.6K	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	+$206K	0.09%	121