Steward Partners Investment Advisory’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 | $2.69M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $59.1K | Hold |
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|
2024
Q3 | $63.8K | Hold |
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|
2024
Q2 | $60.6K | Hold |
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|
2024
Q1 | $60.4K | Sell |
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|
2023
Q4 | $62.5K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $110K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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