Sound Income Strategies’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
2025
Q2
$42.8K Sell
3,922
-764
-16% -$8.34K ﹤0.01% 563
2025
Q1
$50.2K Buy
+4,686
New +$50.2K ﹤0.01% 501
2023
Q3
Sell
-224
Closed -$2.27K 1158
2023
Q2
$2.27K Hold
224
﹤0.01% 870
2023
Q1
$2.31K Hold
224
﹤0.01% 819
2022
Q4
$2.26K Hold
224
﹤0.01% 749
2022
Q3
$2K Hold
224
﹤0.01% 682
2022
Q2
$2K Hold
224
﹤0.01% 694
2022
Q1
$3K Hold
224
﹤0.01% 654
2021
Q4
$3K Hold
224
﹤0.01% 652
2021
Q3
$3K Hold
224
﹤0.01% 628
2021
Q2
$3K Hold
224
﹤0.01% 658
2021
Q1
$3.29K Hold
224
﹤0.01% 686
2020
Q4
$3K Hold
224
﹤0.01% 654
2020
Q3
$3K Hold
224
﹤0.01% 604
2020
Q2
$3K Hold
224
﹤0.01% 569
2020
Q1
$3K Hold
224
﹤0.01% 517
2019
Q4
$3K Hold
224
﹤0.01% 513
2019
Q3
$3K Hold
224
﹤0.01% 478
2019
Q2
$3K Hold
224
﹤0.01% 489
2019
Q1
$3K Sell
224
-154
-41% -$2.06K ﹤0.01% 488
2018
Q4
$4K Hold
378
﹤0.01% 451
2018
Q3
$5K Hold
378
﹤0.01% 448
2018
Q2
$5K Buy
378
+154
+69% +$2.04K ﹤0.01% 416
2018
Q1
$3K Hold
224
﹤0.01% 431
2017
Q4
$3K Buy
+224
New +$3K ﹤0.01% 359