Steward Partners Investment Advisory’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $93.5K | Buy |
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|
2023
Q4 | $44K | Sell |
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|
2023
Q3 | $48.6K | Sell |
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|
2023
Q2 | $84.5K | Hold |
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|
2023
Q1 | $84.2K | Buy |
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|
2022
Q4 | $36.6K | Hold |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $29K | Buy |
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