Plante Moran Financial Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08K | Buy |
346
+45
| +15% | +$400 | ﹤0.01% | 659 |
|
|
2025
Q1 | $2.59K | Hold |
301
| – | – | ﹤0.01% | 689 |
|
|
2024
Q4 | $2.49K | Sell |
301
-99
| -25% | -$820 | ﹤0.01% | 766 |
|
|
2024
Q3 | $3.46K | Sell |
400
-350
| -47% | -$3.03K | ﹤0.01% | 718 |
|
|
2024
Q2 | $6.13K | Hold |
750
| – | – | ﹤0.01% | 635 |
|
|
2024
Q1 | $6.19K | Hold |
750
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $5.77K | Hold |
750
| – | – | ﹤0.01% | 634 |
|
|
2023
Q3 | $5.71K | Sell |
750
-250
| -25% | -$1.9K | ﹤0.01% | 586 |
|
|
2023
Q2 | $8.34K | Hold |
1,000
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $8.59K | Hold |
1,000
| – | – | ﹤0.01% | 584 |
|
|
2022
Q4 | $9.01K | Hold |
1,000
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 592 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 955 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1001 |
|
|
2020
Q2 | – | Sell |
-2,390
| Closed | -$16K | – | 751 |
|
|
2020
Q1 | $16K | Hold |
2,390
| – | – | 0.01% | 418 |
|
|
2019
Q4 | $24K | Hold |
2,390
| – | – | 0.01% | 431 |
|
|
2019
Q3 | $22K | Hold |
2,390
| – | – | 0.01% | 474 |
|
|
2019
Q2 | $21K | Buy |
+2,390
| New | +$21K | 0.01% | 467 |
|
|
2014
Q4 | – | Sell |
-3,758
| Closed | -$31K | – | 808 |
|
|
2014
Q3 | $31K | Hold |
3,758
| – | – | 0.03% | 328 |
|
|
2014
Q2 | $32K | Buy |
+3,758
| New | +$32K | 0.03% | 299 |
|