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Silverlake Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Silverlake Wealth Management’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,105
Closed -$115K – 380
2025
Q4 		$115K Buy
12,105
+106
+0.9% +$965 0.03% 350
2025
Q3 		$109K Buy
11,999
+68
+0.6% +$607 0.03% 336
2025
Q2 		$106K Sell
11,931
-2,256
-16% -$19K 0.03% 309
2025
Q1 		$122K Buy
14,187
+115
+0.8% +$1K 0.05% 252
2024
Q4 		$117K Sell
14,072
-4,916
-26% -$42.8K 0.04% 262
2024
Q3 		$164K Sell
18,988
-683
-3% -$5.72K 0.06% 265
2024
Q2 		$161K Buy
+19,671
New +$160K 0.07% 267
2023
Q1 		– Sell
-10,147
Closed -$91.4K – 217
2022
Q4 		$91.4K Hold
10,147
– – 0.06% 205
2022
Q3 		$82.3K Sell
10,147
-2,173
-18% -$20.1K 0.06% 196
2022
Q2 		$109K Sell
12,320
-433
-3% -$4.05K 0.07% 198
2022
Q1 		$126K Hold
12,753
– – 0.07% 215
2021
Q4 		$129K Buy
+12,753
New +$128K 0.07% 219

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return