Steward Partners Investment Advisory’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
100,237
+11,917
+13% +$174K 0.01% 829
2025
Q1
$1.28M Buy
88,320
+19,506
+28% +$282K 0.01% 814
2024
Q4
$1M Buy
68,814
+7,186
+12% +$105K 0.01% 873
2024
Q3
$937K Buy
61,628
+2,785
+5% +$42.3K 0.01% 881
2024
Q2
$858K Buy
58,843
+6,222
+12% +$90.7K 0.01% 861
2024
Q1
$836K Buy
52,621
+841
+2% +$13.4K 0.01% 861
2023
Q4
$777K Buy
51,780
+42,317
+447% +$635K 0.01% 816
2023
Q3
$137K Buy
9,463
+2,222
+31% +$32.2K ﹤0.01% 1430
2023
Q2
$104K Buy
7,241
+521
+8% +$7.49K ﹤0.01% 1568
2023
Q1
$98K Buy
6,720
+20
+0.3% +$292 ﹤0.01% 1597
2022
Q4
$95.2K Hold
6,700
﹤0.01% 1580
2022
Q3
$95K Buy
6,700
+100
+2% +$1.42K ﹤0.01% 1518
2022
Q2
$94K Buy
6,600
+200
+3% +$2.85K ﹤0.01% 1516
2022
Q1
$105K Hold
6,400
﹤0.01% 1587
2021
Q4
$116K Sell
6,400
-400
-6% -$7.25K ﹤0.01% 1534
2021
Q3
$127K Buy
6,800
+200
+3% +$3.74K ﹤0.01% 1450
2021
Q2
$123K Sell
6,600
-1,800
-21% -$33.5K ﹤0.01% 1966
2021
Q1
$151K Buy
8,400
+600
+8% +$10.8K ﹤0.01% 1423
2020
Q4
$137K Hold
7,800
﹤0.01% 1230
2020
Q3
$123K Buy
7,800
+400
+5% +$6.31K ﹤0.01% 1133
2020
Q2
$107K Buy
7,400
+600
+9% +$8.68K ﹤0.01% 1126
2020
Q1
$82K Buy
6,800
+850
+14% +$10.3K ﹤0.01% 1065
2019
Q4
$96K Buy
5,950
+5,150
+644% +$83.1K ﹤0.01% 1151
2019
Q3
$13K Hold
800
﹤0.01% 1873
2019
Q2
$13K Buy
+800
New +$13K ﹤0.01% 1863