Steward Partners Investment Advisory’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
19,642
+7,660
| +64% | +$90K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $142K | Sell |
11,982
-7,014
| -37% | -$83.1K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $219K | Sell |
18,996
-1,112
| -6% | -$12.8K | ﹤0.01% | 1561 |
|
|
2024
Q3 | $250K | Sell |
20,108
-719
| -3% | -$8.94K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $248K | Sell |
20,827
-960
| -4% | -$11.5K | ﹤0.01% | 1350 |
|
|
2024
Q1 | $259K | Buy |
21,787
+302
| +1% | +$3.59K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $262K | Sell |
21,485
-2,271
| -10% | -$27.7K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $270K | Buy |
23,756
+6,038
| +34% | +$68.7K | ﹤0.01% | 1160 |
|
|
2023
Q2 | $216K | Sell |
17,718
-82,499
| -82% | -$1M | ﹤0.01% | 1250 |
|
|
2023
Q1 | $1.26M | Buy |
100,217
+8,706
| +10% | +$110K | 0.02% | 616 |
|
|
2022
Q4 | $1.13M | Sell |
91,511
-2,977
| -3% | -$36.7K | 0.02% | 623 |
|
|
2022
Q3 | $1.17M | Sell |
94,488
-5,458
| -5% | -$67.8K | 0.02% | 569 |
|
|
2022
Q2 | $1.36M | Sell |
99,946
-64
| -0.1% | -$872 | 0.02% | 551 |
|
|
2022
Q1 | $1.54M | Buy |
100,010
+8,262
| +9% | +$127K | 0.02% | 560 |
|
|
2021
Q4 | $1.56M | Buy |
91,748
+63,839
| +229% | +$1.08M | 0.02% | 566 |
|
|
2021
Q3 | $511K | Buy |
27,909
+11,665
| +72% | +$214K | 0.01% | 896 |
|
|
2021
Q2 | $309K | Buy |
16,244
+10,979
| +209% | +$209K | 0.01% | 1169 |
|
|
2021
Q1 | $96.5K | Buy |
5,265
+3,398
| +182% | +$62.3K | ﹤0.01% | 1647 |
|
|
2020
Q4 | $34K | Hold |
1,867
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q3 | $34K | Hold |
1,867
| – | – | ﹤0.01% | 1661 |
|
|
2020
Q2 | $35K | Hold |
1,867
| – | – | ﹤0.01% | 1556 |
|
|
2020
Q1 | $32K | Hold |
1,867
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q4 | $33K | Hold |
1,867
| – | – | ﹤0.01% | 1566 |
|
|
2019
Q3 | $34K | Hold |
1,867
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q2 | $33K | Buy |
+1,867
| New | +$33K | ﹤0.01% | 1494 |
|
|
2018
Q4 | – | Sell |
-433
| Closed | -$7K | – | 919 |
|
|
2018
Q3 | $7K | Hold |
433
| – | – | ﹤0.01% | 2001 |
|
|
2018
Q2 | $8K | Hold |
433
| – | – | ﹤0.01% | 1805 |
|
|
2018
Q1 | $7K | Hold |
433
| – | – | ﹤0.01% | 1677 |
|
|
2017
Q4 | $8K | Buy |
433
+100
| +30% | +$1.85K | ﹤0.01% | 1393 |
|
|
2017
Q3 | $6K | Hold |
333
| – | – | ﹤0.01% | 1229 |
|
|
2017
Q2 | $6K | Buy |
+333
| New | +$6K | ﹤0.01% | 1160 |
|