Shulman DeMeo Asset Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Sell |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $952K | Sell |
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|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $936K | Sell |
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|
2020
Q4 | $999K | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $956K | Sell |
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|
2020
Q1 | $856K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $971K | Sell |
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|
2019
Q1 | $929K | Sell |
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|
2018
Q4 | $839K | Buy |
|