TWM
Tolleson Wealth Management’s BlackRock Income Trust BKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
28,485
| – | – | 0.06% | 69 |
|
|
2025
Q1 | $338K | Hold |
28,485
| – | – | 0.07% | 68 |
|
|
2024
Q4 | $328K | Hold |
28,485
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $354K | Sell |
28,485
-1,043
| -4% | -$13K | 0.07% | 65 |
|
|
2024
Q2 | $352K | Sell |
29,528
-228
| -0.8% | -$2.72K | 0.07% | 67 |
|
|
2024
Q1 | $354K | Hold |
29,756
| – | – | 0.07% | 68 |
|
|
2023
Q4 | $362K | Buy |
+29,756
| New | +$362K | 0.07% | 67 |
|