Sigma Planning Corp’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
2023
Q2
Sell
-17,599
Closed -$181K 1229
2023
Q1
$181K Sell
17,599
-867
-5% -$8.92K 0.01% 1186
2022
Q4
$187K Sell
18,466
-242
-1% -$2.44K 0.01% 1143
2022
Q3
$178K Buy
18,708
+414
+2% +$3.94K 0.01% 1135
2022
Q2
$199K Sell
18,294
-2,053
-10% -$22.3K 0.01% 1151
2022
Q1
$256K Buy
20,347
+901
+5% +$11.3K 0.01% 1126
2021
Q4
$293K Buy
19,446
+2,171
+13% +$32.7K 0.01% 1079
2021
Q3
$262K Buy
17,275
+477
+3% +$7.23K 0.01% 1119
2021
Q2
$262K Buy
16,798
+152
+0.9% +$2.37K 0.01% 1136
2021
Q1
$244K Buy
16,646
+1,150
+7% +$16.9K 0.01% 1085
2020
Q4
$228K Buy
15,496
+2,078
+15% +$30.6K 0.01% 1014
2020
Q3
$191K Buy
+13,418
New +$191K 0.01% 952
2019
Q1
Sell
-17,038
Closed -$190K 934
2018
Q4
$190K Buy
+17,038
New +$190K 0.01% 760