Semus Wealth Partners’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
Q1 | – | Sell |
-12,482
| Closed | -$131K | – | 117 |
|
|
2024
Q4 | $131K | Sell |
12,482
-1,369
| -10% | -$14.3K | 0.09% | 109 |
|
|
2024
Q3 | $156K | Sell |
13,851
-6,914
| -33% | -$78K | 0.11% | 116 |
|
|
2024
Q2 | $222K | Sell |
20,765
-4,144
| -17% | -$44.4K | 0.17% | 102 |
|
|
2024
Q1 | $266K | Sell |
24,909
-2,668
| -10% | -$28.5K | 0.22% | 95 |
|
|
2023
Q4 | $285K | Sell |
27,577
-4,808
| -15% | -$49.6K | 0.23% | 90 |
|
|
2023
Q3 | $313K | Sell |
32,385
-115
| -0.4% | -$1.11K | 0.29% | 78 |
|
|
2023
Q2 | $330K | Sell |
32,500
-3,862
| -11% | -$39.2K | 0.3% | 74 |
|
|
2023
Q1 | $374K | Sell |
36,362
-1,080
| -3% | -$11.1K | 0.4% | 58 |
|
|
2022
Q4 | $378K | Buy |
+37,442
| New | +$378K | 0.46% | 62 |
|