Pinnacle Wealth Planning Services’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 | $138K | Sell |
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2025
Q1 | $139K | Sell |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $341K | Buy |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $181K | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $54K | Buy |
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