SVWAG
Sound View Wealth Advisors Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
13,970
| – | – | 0.01% | 420 |
|
|
2025
Q1 | $150K | Hold |
13,970
| – | – | 0.01% | 404 |
|
|
2024
Q4 | $146K | Hold |
13,970
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $158K | Sell |
13,970
-716
| -5% | -$8.08K | 0.01% | 405 |
|
|
2024
Q2 | $157K | Sell |
14,686
-414
| -3% | -$4.43K | 0.02% | 357 |
|
|
2024
Q1 | $161K | Hold |
15,100
| – | – | 0.02% | 368 |
|
|
2023
Q4 | $156K | Hold |
15,100
| – | – | 0.02% | 377 |
|
|
2023
Q3 | $146K | Sell |
15,100
-2,000
| -12% | -$19.4K | 0.02% | 357 |
|
|
2023
Q2 | $174K | Sell |
17,100
-3,000
| -15% | -$30.5K | 0.02% | 355 |
|
|
2023
Q1 | $207K | Buy |
20,100
+5,000
| +33% | +$51.5K | 0.03% | 348 |
|
|
2022
Q4 | $156K | Sell |
15,100
-4,000
| -21% | -$41.3K | 0.02% | 377 |
|
|
2022
Q3 | $182K | Hold |
19,100
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $208K | Sell |
19,100
-790
| -4% | -$8.6K | 0.04% | 268 |
|
|
2022
Q1 | $250K | Sell |
19,890
-105
| -0.5% | -$1.32K | 0.05% | 262 |
|
|
2021
Q4 | $301K | Sell |
19,995
-280
| -1% | -$4.22K | 0.06% | 241 |
|
|
2021
Q3 | $307K | Sell |
20,275
-298
| -1% | -$4.51K | 0.06% | 230 |
|
|
2021
Q2 | $321K | Sell |
20,573
-392
| -2% | -$6.12K | 0.07% | 228 |
|
|
2021
Q1 | $308K | Sell |
20,965
-1,135
| -5% | -$16.7K | 0.07% | 213 |
|
|
2020
Q4 | $325K | Buy |
22,100
+700
| +3% | +$10.3K | 0.08% | 192 |
|
|
2020
Q3 | $304K | Sell |
21,400
-2,000
| -9% | -$28.4K | 0.08% | 186 |
|
|
2020
Q2 | $309K | Hold |
23,400
| – | – | 0.09% | 181 |
|
|
2020
Q1 | $273K | Sell |
23,400
-1,500
| -6% | -$17.5K | 0.09% | 174 |
|
|
2019
Q4 | $348K | Hold |
24,900
| – | – | 0.1% | 171 |
|
|
2019
Q3 | $339K | Buy |
24,900
+3,000
| +14% | +$40.8K | 0.1% | 175 |
|
|
2019
Q2 | $284K | Buy |
+21,900
| New | +$284K | 0.08% | 205 |
|