Principal Securities’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
81,108
-29,395
| -27% | -$321K | 0.02% | 651 |
|
|
2025
Q1 | $1.16M | Hold |
110,503
| – | – | 0.03% | 504 |
|
|
2024
Q4 | $1.16M | Sell |
110,503
-8,246
| -7% | -$86.3K | 0.03% | 502 |
|
|
2024
Q3 | $1.34M | Buy |
118,749
+505
| +0.4% | +$5.7K | 0.03% | 453 |
|
|
2024
Q2 | $1.27M | Sell |
118,244
-32,454
| -22% | -$348K | 0.03% | 423 |
|
|
2024
Q1 | $1.61M | Buy |
150,698
+4,274
| +3% | +$45.7K | 0.05% | 326 |
|
|
2023
Q4 | $1.51M | Buy |
+146,424
| New | +$1.51M | 0.06% | 309 |
|