Sowell Financial Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1K | Sell |
10,694
-2,868
| -21% | -$25.5K | ﹤0.01% | 1013 |
|
|
2025
Q1 | $117K | Buy |
+13,562
| New | +$117K | 0.01% | 968 |
|
|
2023
Q2 | – | Sell |
-16,232
| Closed | -$139K | – | 579 |
|
|
2023
Q1 | $139K | Buy |
+16,232
| New | +$139K | 0.01% | 714 |
|
|
2021
Q2 | – | Sell |
-26,053
| Closed | -$263K | – | 745 |
|
|
2021
Q1 | $263K | Buy |
26,053
+6,409
| +33% | +$64.7K | 0.01% | 900 |
|
|
2020
Q4 | $166K | Buy |
19,644
+3,042
| +18% | +$25.7K | 0.01% | 924 |
|
|
2020
Q3 | $121K | Sell |
16,602
-979
| -6% | -$7.14K | 0.01% | 908 |
|
|
2020
Q2 | $129K | Buy |
17,581
+47
| +0.3% | +$345 | 0.01% | 886 |
|
|
2020
Q1 | $114K | Buy |
17,534
+69
| +0.4% | +$449 | 0.01% | 800 |
|
|
2019
Q4 | $173K | Sell |
17,465
-1,246
| -7% | -$12.3K | 0.01% | 760 |
|
|
2019
Q3 | $172K | Buy |
+18,711
| New | +$172K | 0.01% | 686 |
|
|
2019
Q1 | $159K | Buy |
+18,646
| New | +$159K | 0.02% | 538 |
|
|
2018
Q4 | – | Sell |
-18,584
| Closed | -$176K | – | 466 |
|
|
2018
Q3 | $176K | Buy |
18,584
+10
| +0.1% | +$95 | 0.03% | 343 |
|
|
2018
Q2 | $174K | Buy |
18,574
+28
| +0.2% | +$262 | 0.04% | 275 |
|
|
2018
Q1 | $164K | Buy |
18,546
+38
| +0.2% | +$336 | 0.04% | 257 |
|
|
2017
Q4 | $175K | Buy |
18,508
+18
| +0.1% | +$170 | 0.04% | 246 |
|
|
2017
Q3 | $171K | Sell |
18,490
-1,889
| -9% | -$17.5K | 0.04% | 239 |
|
|
2017
Q2 | $183K | Buy |
20,379
+27
| +0.1% | +$242 | 0.05% | 242 |
|
|
2017
Q1 | $178K | Buy |
20,352
+2,697
| +15% | +$23.6K | 0.05% | 242 |
|
|
2016
Q4 | $148K | Buy |
+17,655
| New | +$148K | 0.05% | 223 |
|