Semus Wealth Partners’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,099
| Closed | -$116K | – | 116 |
|
|
2024
Q4 | $116K | Sell |
10,099
-2,449
| -20% | -$28.2K | 0.08% | 110 |
|
|
2024
Q3 | $156K | Sell |
12,548
-5,641
| -31% | -$70.1K | 0.11% | 117 |
|
|
2024
Q2 | $217K | Sell |
18,189
-8,733
| -32% | -$104K | 0.17% | 105 |
|
|
2024
Q1 | $320K | Sell |
26,922
-3,374
| -11% | -$40.2K | 0.27% | 84 |
|
|
2023
Q4 | $369K | Sell |
30,296
-696
| -2% | -$8.48K | 0.3% | 72 |
|
|
2023
Q3 | $353K | Hold |
30,992
| – | – | 0.33% | 69 |
|
|
2023
Q2 | $377K | Hold |
30,992
| – | – | 0.35% | 63 |
|
|
2023
Q1 | $390K | Sell |
30,992
-2
| -0% | -$25 | 0.42% | 56 |
|
|
2022
Q4 | $382K | Buy |
+30,994
| New | +$382K | 0.46% | 61 |
|