PWA
Primoris Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,750
| Closed | -$303K | – | 97 |
|
|
2024
Q4 | $303K | Hold |
20,750
| – | – | 0.23% | 73 |
|
|
2024
Q3 | $315K | Hold |
20,750
| – | – | 0.23% | 81 |
|
|
2024
Q2 | $303K | Hold |
20,750
| – | – | 0.24% | 79 |
|
|
2024
Q1 | $330K | Sell |
20,750
-1,500
| -7% | -$23.8K | 0.26% | 72 |
|
|
2023
Q4 | $334K | Buy |
22,250
+10,250
| +85% | +$154K | 0.31% | 66 |
|
|
2023
Q3 | $174K | Buy |
+12,000
| New | +$174K | 0.21% | 68 |
|