Shulman DeMeo Asset Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.23M | Sell |
129,042
-539
| -0.4% | -$4.94K | 0.23% | 35 |
|
|
2026
Q1 | $1.12M | Sell |
129,581
-5,798
| -4% | -$54.1K | 0.24% | 37 |
|
|
2025
Q4 | $1.28M | Sell |
135,379
-178
| -0.1% | -$1.62K | 0.29% | 27 |
|
|
2025
Q3 | $1.23M | Sell |
135,557
-1,505
| -1% | -$13.4K | 0.28% | 27 |
|
|
2025
Q2 | $1.22M | Sell |
137,062
-4,531
| -3% | -$38.1K | 0.3% | 26 |
|
|
2025
Q1 | $1.22M | Sell |
141,593
-2,661
| -2% | -$23.2K | 0.34% | 25 |
|
|
2024
Q4 | $1.19M | Sell |
144,254
-28
| -0% | -$244 | 0.32% | 24 |
|
|
2024
Q3 | $1.25M | Sell |
144,282
-65
| -0% | -$544 | 0.31% | 27 |
|
|
2024
Q2 | $1.18M | Sell |
144,347
-312
| -0.2% | -$2.54K | 0.31% | 27 |
|
|
2024
Q1 | $1.19M | Sell |
144,659
-1,481
| -1% | -$11.8K | 0.32% | 25 |
|
|
2023
Q4 | $1.12M | Sell |
146,140
-59
| -0% | -$444 | 0.32% | 29 |
|
|
2023
Q3 | $1.11M | Sell |
146,199
-121
| -0.1% | -$967 | 0.37% | 25 |
|
|
2023
Q2 | $1.22M | Sell |
146,320
-507
| -0.3% | -$4.21K | 0.37% | 25 |
|
|
2023
Q1 | $1.26M | Sell |
146,827
-955
| -0.6% | -$8.51K | 0.4% | 22 |
|
|
2022
Q4 | $1.33M | Sell |
147,782
-2,554
| -2% | -$22.6K | 0.44% | 20 |
|
|
2022
Q3 | $1.22M | Sell |
150,336
-431
| -0.3% | -$3.98K | 0.43% | 22 |
|
|
2022
Q2 | $1.33M | Sell |
150,767
-1,402
| -0.9% | -$13.1K | 0.44% | 23 |
|
|
2022
Q1 | $1.51M | Sell |
152,169
-7,960
| -5% | -$77.7K | 0.42% | 22 |
|
|
2021
Q4 | $1.61M | Buy |
+160,129
| New | +$1.61M | 0.42% | 23 |
|
|
2021
Q3 | – | Sell |
-161,530
| Closed | -$1.64M | – | 89 |
|
|
2021
Q2 | $1.64M | Sell |
161,530
-766
| -0.5% | -$7.69K | 0.64% | 11 |
|
|
2021
Q1 | $1.53M | Sell |
162,296
-7,149
| -4% | -$63.1K | 0.42% | 28 |
|
|
2020
Q4 | $1.44M | Sell |
169,445
-8,681
| -5% | -$68K | 0.41% | 28 |
|
|
2020
Q3 | $1.3M | Buy |
178,126
+81
| +0% | +$604 | 0.44% | 25 |
|
|
2020
Q2 | $1.31M | Sell |
178,045
-2,507
| -1% | -$17.9K | 0.51% | 22 |
|
|
2020
Q1 | $1.18M | Sell |
180,552
-1,250
| -0.7% | -$10.7K | 0.55% | 21 |
|
|
2019
Q4 | $1.8M | Sell |
181,802
-150
| -0.1% | -$1.41K | 0.63% | 16 |
|
|
2019
Q3 | $1.67M | Sell |
181,952
-545
| -0.3% | -$4.9K | 0.56% | 22 |
|
|
2019
Q2 | $1.62M | Sell |
182,497
-2,460
| -1% | -$21.2K | 0.6% | 18 |
|
|
2019
Q1 | $1.58M | Sell |
184,957
-3,872
| -2% | -$32.7K | 0.6% | 18 |
|
|
2018
Q4 | $1.47M | Buy |
+188,829
| New | +$1.61M | 0.81% | 11 |
|
Other funds holding BDJ
BIG
SFS
HWAM
CWM
DJYG
SC
SCM
BCA
DC