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Significant Wealth Partners’s BlackRock Income Trust BKT Stock Holding History

Significant Wealth Partners’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,990
Closed -$499K – 152
2023
Q4 		$499K Buy
+40,990
New +$468K 0.36% 77

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KIM
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MWM
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GC
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RJA
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Invesco
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VRM
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Significant Wealth Partners's BKT Position: Q1 2024 in Review

Significant Wealth Partners sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 40,990 shares — an estimated $499K sold.

Significant Wealth Partners first reported a position in BKT in Q4 2023 and held it in 1 quarter. The position peaked at $499K in Q4 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • Significant Wealth Partners reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 40,990 BlackRock Income Trust shares in Q1 2024, an estimated $499K.
  • Significant Wealth Partners first reported a position in BlackRock Income Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's BlackRock Income Trust position peaked at $499K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.