Sound View Wealth Advisors Group’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
Q2 | $153K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $146K | Hold |
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|
2024
Q3 | $158K | Sell |
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|
2024
Q2 | $157K | Sell |
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|
2024
Q1 | $161K | Hold |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $348K | Hold |
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|
2019
Q3 | $339K | Buy |
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|
2019
Q2 | $284K | Buy |
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