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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110K | Sell |
10,935
-2,227
| -17% | -$23.4K | 0.01% | 743 |
|
|
2025
Q4 | $143K | Sell |
13,162
-743
| -5% | -$8.14K | 0.01% | 617 |
|
|
2025
Q3 | $154K | Buy |
13,905
+1,231
| +10% | +$13.5K | 0.02% | 460 |
|
|
2025
Q2 | $138K | Sell |
12,674
-335
| -3% | -$3.53K | 0.02% | 434 |
|
|
2025
Q1 | $139K | Sell |
13,009
-2,544
| -16% | -$27.2K | 0.02% | 374 |
|
|
2024
Q4 | $163K | Buy |
15,553
+35
| +0.2% | +$381 | 0.02% | 360 |
|
|
2024
Q3 | $175K | Sell |
15,518
-4,692
| -23% | -$51.2K | 0.02% | 474 |
|
|
2024
Q2 | $216K | Sell |
20,210
-43
| -0.2% | -$449 | 0.03% | 397 |
|
|
2024
Q1 | $217K | Sell |
20,253
-36
| -0.2% | -$387 | 0.03% | 397 |
|
|
2023
Q4 | $209K | Buy |
20,289
+675
| +3% | +$6.62K | 0.03% | 389 |
|
|
2023
Q3 | $190K | Buy |
19,614
+1,209
| +7% | +$12.1K | 0.03% | 375 |
|
|
2023
Q2 | $187K | Sell |
18,405
-1,759
| -9% | -$18.1K | 0.03% | 393 |
|
|
2023
Q1 | $207K | Sell |
20,164
-970
| -5% | -$10.3K | 0.03% | 390 |
|
|
2022
Q4 | $213K | Sell |
21,134
-7,429
| -26% | -$75.5K | 0.04% | 350 |
|
|
2022
Q3 | $272K | Buy |
28,563
+99
| +0.3% | +$1.09K | 0.05% | 261 |
|
|
2022
Q2 | $310K | Sell |
28,464
-703
| -2% | -$8.02K | 0.06% | 240 |
|
|
2022
Q1 | $366K | Buy |
29,167
+1,575
| +6% | +$20.8K | 0.07% | 228 |
|
|
2021
Q4 | $415K | Buy |
27,592
+424
| +2% | +$6.41K | 0.08% | 197 |
|
|
2021
Q3 | $412K | Buy |
27,168
+1,617
| +6% | +$25.1K | 0.09% | 175 |
|
|
2021
Q2 | $399K | Buy |
25,551
+1,237
| +5% | +$18.5K | 0.1% | 177 |
|
|
2021
Q1 | $357K | Buy |
24,314
+1,142
| +5% | +$16.8K | 0.09% | 189 |
|
|
2020
Q4 | $341K | Buy |
23,172
+1,279
| +6% | +$18.4K | 0.08% | 170 |
|
|
2020
Q3 | $311K | Buy |
21,893
+2,760
| +14% | +$38.5K | 0.1% | 162 |
|
|
2020
Q2 | $252K | Buy |
19,133
+3,597
| +23% | +$47.4K | 0.08% | 183 |
|
|
2020
Q1 | $181K | Sell |
15,536
-2,819
| -15% | -$38.1K | 0.09% | 199 |
|
|
2019
Q4 | $256K | Buy |
18,355
+356
| +2% | +$4.85K | 0.12% | 174 |
|
|
2019
Q3 | $245K | Sell |
17,999
-1,198
| -6% | -$16.1K | 0.13% | 148 |
|
|
2019
Q2 | $249K | Sell |
19,197
-366
| -2% | -$4.64K | 0.15% | 136 |
|
|
2019
Q1 | $243K | Buy |
19,563
+6,258
| +47% | +$75K | 0.16% | 122 |
|
|
2018
Q4 | $149K | Sell |
13,305
-3,993
| -23% | -$46.7K | 0.1% | 135 |
|
|
2018
Q3 | $212K | Sell |
17,298
-2,765
| -14% | -$33.9K | 0.19% | 157 |
|
|
2018
Q2 | $242K | Buy |
20,063
+1,260
| +7% | +$15.6K | 0.24% | 142 |
|
|
2018
Q1 | $239K | Buy |
18,803
+14,679
| +356% | +$189K | 0.25% | 135 |
|
|
2017
Q4 | $54K | Buy |
+4,124
| New | +$55.1K | 0.11% | 124 |
|
Other funds holding BTZ
SIA
GC
CIA