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Sugarloaf Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Sugarloaf Wealth Management’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-531
Closed -$6.68K – 697
2023
Q1 		$6.68K Hold
531
– – ﹤0.01% 521
2022
Q4 		$6.55K Buy
+531
New +$6.56K ﹤0.01% 542

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KIM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's BKT Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of BlackRock Income Trust (BKT) in Q2 2023, closing a stake of 531 shares — an estimated $6.68K sold.

Sugarloaf Wealth Management first reported a position in BKT in Q4 2022 and held it in 2 quarters. The position peaked at $6.68K in Q1 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q2 2023.

  • Sugarloaf Wealth Management reported no remaining BlackRock Income Trust position as of Q2 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 531 BlackRock Income Trust shares in Q2 2023, an estimated $6.68K.
  • Sugarloaf Wealth Management first reported a position in BlackRock Income Trust in Q4 2022 and held it in 2 quarters.
  • Sugarloaf Wealth Management's BlackRock Income Trust position peaked at $6.68K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.